+85.4%
XBI vs MSFU
+73.2%
+12.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.6% |
| 7D | -4.6% | -1.8% | -2.9% | -4.4% |
| 30D | -2.0% | +0.5% | -2.5% | -2.2% |
| 3M | +17.8% | +51.9% | -34.1% | +8.4% |
| 6M | +23.7% | +35.0% | -11.2% | +15.2% |
| YTD | +28.2% | -9.0% | +37.3% | +28.0% |
| 1Y | +64.0% | -18.8% | +82.8% | +66.9% |
| 3Y | +99.4% | +25.5% | +73.9% | +73.3% |
| All | +85.4% | +73.2% | +12.2% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 10y: compounded portfolio wealth divided by compounded MSFU 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…
10y analysis · Full analysis span regression · 6 months rolling