+107.7%
NU vs MSFU
+25.3%
+82.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.1% | +0.3% |
| 7D | +6.0% | -3.2% | +9.2% | +6.8% |
| 30D | +10.8% | -3.1% | +13.9% | +11.4% |
| 3M | +32.2% | +35.3% | -3.1% | +20.2% |
| 6M | +5.1% | +31.6% | -26.4% | -4.8% |
| YTD | -8.4% | -9.5% | +1.1% | -8.4% |
| 1Y | +0.7% | -18.4% | +19.1% | +3.7% |
| All | +107.7% | +25.3% | +82.4% | +71.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling