+194.7%
NRG vs MSFU
+71.2%
+123.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.3% | -3.5% | -3.3% |
| 7D | -0.2% | -6.9% | +6.8% | +1.2% |
| 30D | -6.8% | -5.1% | -1.7% | -6.0% |
| 3M | -7.1% | +44.6% | -51.8% | -15.7% |
| 6M | -27.6% | +32.8% | -60.4% | -34.2% |
| YTD | -29.2% | -10.1% | -19.1% | -29.2% |
| 1Y | -29.9% | -19.4% | -10.5% | -27.8% |
| 3Y | +198.7% | +26.2% | +172.5% | +157.6% |
| All | +194.7% | +71.2% | +123.5% | +127.7% |
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