+78.7%
XBI vs MSFU
+88.0%
-9.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | -1.1% | -2.8% | +1.7% | -0.7% |
| 30D | +2.6% | -5.3% | +7.9% | +3.3% |
| 3M | -4.0% | +7.2% | -11.3% | -5.4% |
| 6M | +10.9% | +51.0% | -40.1% | +1.8% |
| YTD | +23.6% | -1.2% | +24.8% | +21.5% |
| 1Y | +35.1% | -10.3% | +45.4% | +35.4% |
| 3Y | +125.2% | +22.2% | +103.0% | +98.8% |
| All | +78.7% | +88.0% | -9.3% | +34.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling