+103.5%
XBI vs MSFU
+24.2%
+79.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.5% |
| 7D | -3.6% | -2.3% | -1.3% | -3.4% |
| 30D | +0.9% | -6.3% | +7.1% | +1.5% |
| 3M | +21.4% | +40.0% | -18.5% | +15.3% |
| 6M | +25.5% | +30.1% | -4.6% | +19.4% |
| YTD | +30.8% | -10.3% | +41.2% | +31.2% |
| 1Y | +68.6% | -19.0% | +87.6% | +71.6% |
| All | +103.5% | +24.2% | +79.3% | +89.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling