+118.0%
NOK vs MSFU
-18.4%
+136.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -4.2% | +6.8% | +3.1% |
| 7D | -1.8% | -5.7% | +3.9% | -1.2% |
| 30D | +4.7% | +4.2% | +0.5% | +4.0% |
| 3M | -39.7% | +27.9% | -67.6% | -40.5% |
| 6M | +23.1% | +37.1% | -14.1% | +17.1% |
| YTD | +55.0% | -7.4% | +62.4% | +68.4% |
| 1Y | +118.0% | -19.6% | +137.6% | +163.6% |
| All | +118.0% | -18.4% | +136.5% | +163.6% |
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 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