+54.9%
NI vs MSFU
+71.2%
-16.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -0.6% | -6.9% | +6.4% | -0.3% |
| 30D | -1.4% | -5.1% | +3.7% | -1.2% |
| 3M | -10.6% | +44.6% | -55.2% | -12.2% |
| 6M | -9.9% | +32.8% | -42.7% | -11.6% |
| YTD | +1.2% | -10.1% | +11.2% | +1.6% |
| 1Y | +4.4% | -19.4% | +23.8% | +5.7% |
| 3Y | +68.6% | +26.2% | +42.4% | +57.6% |
| All | +54.9% | +71.2% | -16.3% | +35.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling