+98.2%
NI vs MSFU
+29.5%
+68.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.3% | +4.9% | +0.6% |
| 7D | +1.5% | +4.0% | -2.5% | +1.5% |
| 30D | +11.9% | -2.3% | +14.2% | +11.9% |
| 3M | +9.1% | +7.1% | +2.0% | +9.0% |
| 6M | -1.8% | +48.9% | -50.7% | -2.3% |
| YTD | +11.4% | +2.4% | +8.9% | +11.8% |
| 1Y | +6.4% | -8.1% | +14.5% | +7.2% |
| 3Y | +98.2% | +25.2% | +73.1% | +92.6% |
| All | +98.2% | +29.5% | +68.8% | +92.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling