+4.1%
NEE vs MSFU
+72.2%
-68.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +0.5% |
| 7D | +1.1% | -3.2% | +4.2% | +1.2% |
| 30D | -0.2% | -3.1% | +2.9% | -0.2% |
| 3M | +0.5% | +35.3% | -34.7% | -0.4% |
| 6M | -6.5% | +31.6% | -38.1% | -7.7% |
| YTD | +6.7% | -9.5% | +16.2% | +7.8% |
| 1Y | +23.6% | -18.4% | +42.0% | +25.7% |
| 3Y | +37.1% | +26.9% | +10.2% | +26.7% |
| All | +4.1% | +72.2% | -68.1% | -12.5% |
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