+23.4%
MSFU vs BIYA
-99.8%
+123.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -3.2% | +2.7% | -5.9% | -3.1% |
| 30D | -3.1% | -18.7% | +15.6% | -3.3% |
| 3M | +35.3% | -72.0% | +107.3% | +33.6% |
| 6M | +31.6% | -86.4% | +118.0% | +29.0% |
| YTD | -9.5% | -94.2% | +84.6% | -10.8% |
| 1Y | -18.4% | -98.4% | +80.0% | -18.6% |
| All | +23.4% | -99.8% | +123.1% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BIYA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling