+201.2%
NU vs MSFU
+70.7%
+130.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.9% |
| 7D | -2.6% | -2.3% | -0.3% | -2.0% |
| 30D | +8.2% | -6.3% | +14.5% | +9.8% |
| 3M | +26.3% | +40.0% | -13.7% | +12.7% |
| 6M | +2.2% | +30.1% | -27.8% | -7.9% |
| YTD | -10.4% | -10.3% | -0.1% | -10.8% |
| 1Y | -3.0% | -19.0% | +16.1% | -0.6% |
| 3Y | +120.3% | +25.8% | +94.5% | +83.6% |
| All | +201.2% | +70.7% | +130.5% | +130.7% |
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