-21.4%
NOW vs MSFU
-18.4%
-3.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.2% | +1.2% | -1.0% |
| 7D | -2.4% | -5.7% | +3.3% | +0.3% |
| 30D | +20.5% | +4.2% | +16.3% | +18.4% |
| 3M | +18.3% | +27.9% | -9.6% | +5.3% |
| 6M | +24.1% | +37.1% | -13.1% | +7.7% |
| YTD | -7.8% | -7.4% | -0.4% | -9.4% |
| 1Y | -21.4% | -19.6% | -1.8% | -21.8% |
| All | -21.4% | -18.4% | -3.0% | -21.8% |
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 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