+12.1%
NOW vs MSFU
+95.0%
-82.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.3% | +1.3% | -1.0% |
| 7D | -8.7% | +4.0% | -12.8% | -11.1% |
| 30D | -29.3% | -2.3% | -27.0% | -29.1% |
| 3M | -21.8% | +7.1% | -28.9% | -25.2% |
| 6M | +9.2% | +48.9% | -39.7% | -13.5% |
| YTD | -35.0% | +2.4% | -37.4% | -38.7% |
| 1Y | -42.5% | -8.1% | -34.4% | -43.1% |
| 3Y | -21.5% | +25.2% | -46.7% | -37.9% |
| All | +12.1% | +95.0% | -82.9% | -29.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling