+1,550.1%
NVDA vs MSFU
+72.2%
+1,477.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.3% | -0.9% |
| 7D | +3.8% | -3.2% | +7.0% | +5.2% |
| 30D | +0.8% | -3.1% | +3.9% | +1.7% |
| 3M | +8.2% | +35.3% | -27.1% | -11.0% |
| 6M | +27.1% | +31.6% | -4.5% | +3.1% |
| YTD | +21.2% | -9.5% | +30.7% | +19.4% |
| 1Y | +34.3% | -18.4% | +52.7% | +40.4% |
| 3Y | +396.3% | +26.9% | +369.3% | +251.2% |
| All | +1,550.1% | +72.2% | +1,477.8% | +798.6% |
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 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