+15.2%
NOW vs MSFU
+97.0%
-81.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -7.4% | +1.5% | -2.4% |
| 7D | -6.7% | +1.0% | -7.7% | -7.8% |
| 30D | -25.8% | +0.6% | -26.4% | -26.6% |
| 3M | -12.7% | +16.4% | -29.1% | -19.7% |
| 6M | +11.2% | +53.0% | -41.7% | -13.0% |
| YTD | -33.2% | +3.5% | -36.7% | -37.2% |
| 1Y | -41.8% | -7.8% | -34.0% | -42.4% |
| 3Y | -15.7% | +35.6% | -51.2% | -35.9% |
| All | +15.2% | +97.0% | -81.8% | -27.9% |
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