+396.3%
NVDA vs MSFU
+29.4%
+366.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.3% | -1.1% |
| 7D | +3.8% | -3.2% | +7.0% | +5.0% |
| 30D | +0.8% | -3.1% | +3.9% | +1.5% |
| 3M | +8.2% | +35.3% | -27.1% | -7.4% |
| 6M | +27.1% | +31.6% | -4.5% | +7.7% |
| YTD | +21.2% | -9.5% | +30.7% | +22.4% |
| 1Y | +34.3% | -18.4% | +52.7% | +43.4% |
| 3Y | +396.3% | +26.9% | +369.3% | +273.4% |
| All | +396.3% | +29.4% | +366.9% | +273.4% |
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