+183.7%
NOK vs MSFU
+29.4%
+154.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.3% | +8.5% | +6.4% |
| 7D | +7.3% | -3.2% | +10.4% | +7.5% |
| 30D | +13.8% | -3.1% | +16.9% | +13.9% |
| 3M | -27.0% | +35.3% | -62.3% | -29.8% |
| 6M | +37.6% | +31.6% | +6.0% | +31.2% |
| YTD | +64.6% | -9.5% | +74.1% | +66.5% |
| 1Y | +132.0% | -18.4% | +150.4% | +138.5% |
| 3Y | +183.7% | +26.9% | +156.7% | +160.8% |
| All | +183.7% | +29.4% | +154.3% | +160.8% |
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