+40.0%
NU vs MSFU
+20.9%
+19.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.8% | -4.2% |
| 7D | +0.8% | -4.9% | +5.7% | +1.9% |
| 30D | -24.1% | -9.1% | -15.0% | -22.7% |
| 3M | -12.8% | +8.7% | -21.4% | -15.1% |
| 6M | -10.9% | +48.3% | -59.1% | -21.3% |
| YTD | -29.3% | -1.6% | -27.7% | -31.0% |
| 1Y | -26.9% | -13.6% | -13.3% | -25.5% |
| All | +40.0% | +20.9% | +19.1% | +20.0% |
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