+19.4%
NEE vs MSFU
-20.3%
+39.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.2% |
| 7D | -1.9% | -6.9% | +5.0% | -2.3% |
| 30D | -3.1% | -5.1% | +2.0% | -3.4% |
| 3M | -2.4% | +44.6% | -47.1% | 0.0% |
| 6M | -8.6% | +32.8% | -41.4% | -7.2% |
| YTD | +4.9% | -10.1% | +15.0% | +7.0% |
| 1Y | +19.4% | -19.4% | +38.8% | +22.0% |
| All | +19.4% | -20.3% | +39.7% | +22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling