+34.4%
NVDA vs MSFU
-18.4%
+52.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.2% | +5.0% | +1.5% |
| 7D | +5.9% | -5.7% | +11.6% | +6.8% |
| 30D | +5.1% | +4.2% | +0.9% | +4.2% |
| 3M | +5.4% | +27.9% | -22.6% | +1.8% |
| 6M | +26.0% | +37.1% | -11.1% | +18.4% |
| YTD | +23.7% | -7.4% | +31.0% | +25.6% |
| 1Y | +34.4% | -19.6% | +54.0% | +46.9% |
| All | +34.4% | -18.4% | +52.8% | +46.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling