-19.6%
MSFU vs NVDX
+34.6%
-54.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.4% | -5.6% | -4.5% |
| 7D | -5.7% | +11.6% | -17.3% | -8.0% |
| 30D | +4.2% | +7.5% | -3.4% | +1.6% |
| 3M | +27.9% | +2.1% | +25.8% | +24.6% |
| 6M | +37.1% | +35.5% | +1.6% | +21.4% |
| YTD | -7.4% | +24.1% | -31.5% | -17.1% |
| 1Y | -19.6% | +33.0% | -52.6% | -28.3% |
| All | -19.6% | +34.6% | -54.2% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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