+28.9%
MSFU vs NVDX
+774.9%
-746.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.4% | +4.7% | +1.3% |
| 7D | -6.9% | -8.6% | +1.7% | -5.1% |
| 30D | -5.1% | -1.4% | -3.7% | -5.6% |
| 3M | +44.6% | +10.6% | +34.0% | +38.4% |
| 6M | +32.8% | +20.2% | +12.7% | +23.2% |
| YTD | -10.1% | +11.8% | -21.9% | -15.9% |
| 1Y | -19.4% | +12.9% | -32.3% | -25.8% |
| All | +28.9% | +774.9% | -746.0% | -32.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling