+199.5%
NRG vs MSFU
+73.2%
+126.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.4% |
| 7D | -4.7% | -1.8% | -2.9% | -4.3% |
| 30D | -6.0% | +0.5% | -6.5% | -6.3% |
| 3M | -8.0% | +51.9% | -59.8% | -17.3% |
| 6M | -23.2% | +35.0% | -58.1% | -30.5% |
| YTD | -28.1% | -9.0% | -19.0% | -28.2% |
| 1Y | -27.3% | -18.8% | -8.5% | -25.2% |
| 3Y | +208.7% | +25.5% | +183.2% | +166.7% |
| All | +199.5% | +73.2% | +126.3% | +130.9% |
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 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