+3.1%
NEE vs MSFU
-12.2%
+15.4%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.8% | +4.4% | -0.6% |
| 7D | -2.8% | -12.7% | +9.9% | -3.4% |
| 30D | +9.5% | -9.0% | +18.5% | +9.0% |
| 3M | +1.0% | +2.9% | -1.9% | +1.4% |
| 6M | -8.0% | +43.5% | -51.5% | -5.6% |
| YTD | +9.4% | -2.4% | +11.9% | +10.5% |
| 1Y | +3.1% | -13.5% | +16.6% | +3.7% |
| All | +3.1% | -12.2% | +15.4% | +3.7% |
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