-3.5%
MSFU vs BRKR
+65.8%
-69.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +12.9% | +0.6% | +11.2% |
| 7D | +8.2% | +2.9% | +5.3% | +7.3% |
| 30D | +10.2% | -0.1% | +10.3% | +9.5% |
| 3M | +22.9% | +26.9% | -4.0% | +17.9% |
| 6M | +63.2% | +75.6% | -12.4% | +44.5% |
| YTD | +11.7% | +35.8% | -24.1% | +2.7% |
| 1Y | -3.5% | +58.6% | -62.1% | -10.9% |
| All | -3.5% | +65.8% | -69.3% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 1y: compounded portfolio wealth divided by compounded BRKR 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…
1y analysis · Full analysis span regression · 6 months rolling