+140.9%
NOK vs MSFU
-19.1%
+160.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.1% | +3.7% | +4.7% |
| 7D | +11.0% | -1.8% | +12.8% | +11.1% |
| 30D | +7.8% | +0.5% | +7.4% | +7.7% |
| 3M | -21.0% | +51.9% | -72.9% | -24.4% |
| 6M | +40.9% | +35.0% | +5.9% | +34.2% |
| YTD | +72.0% | -9.0% | +81.1% | +87.5% |
| 1Y | +140.9% | -18.8% | +159.7% | +199.2% |
| All | +140.9% | -19.1% | +160.0% | +199.2% |
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