+14.8%
NOW vs MSFU
+93.3%
-78.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | +0.5% |
| 7D | -3.0% | +2.5% | -5.5% | -4.9% |
| 30D | -26.0% | -1.3% | -24.7% | -26.2% |
| 3M | -13.1% | +8.6% | -21.8% | -17.4% |
| 6M | +14.5% | +48.4% | -33.9% | -9.1% |
| YTD | -33.4% | +1.6% | -35.0% | -36.9% |
| 1Y | -40.6% | -5.8% | -34.9% | -41.9% |
| 3Y | -16.3% | +30.9% | -47.3% | -35.3% |
| All | +14.8% | +93.3% | -78.6% | -27.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling