+15.7%
NOW vs MSFU
+85.8%
-70.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.8% | +7.9% | +5.4% |
| 7D | -5.6% | -12.7% | +7.1% | +0.6% |
| 30D | -26.8% | -9.0% | -17.8% | -24.1% |
| 3M | -19.4% | +2.9% | -22.4% | -21.5% |
| 6M | +12.3% | +43.5% | -31.2% | -9.6% |
| YTD | -32.9% | -2.4% | -30.5% | -35.3% |
| 1Y | -40.3% | -13.5% | -26.8% | -39.2% |
| 3Y | -19.1% | +19.2% | -38.3% | -34.5% |
| All | +15.7% | +85.8% | -70.1% | -25.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling