+1,171.4%
NVDA vs MSFU
+85.8%
+1,085.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.8% | +7.6% | +5.0% |
| 7D | -13.2% | -12.7% | -0.5% | -7.8% |
| 30D | -23.2% | -9.0% | -14.2% | -20.6% |
| 3M | -20.0% | +2.9% | -23.0% | -22.8% |
| 6M | -20.6% | +43.5% | -64.2% | -38.4% |
| YTD | -6.6% | -2.4% | -4.2% | -12.6% |
| 1Y | -9.8% | -13.5% | +3.6% | -8.9% |
| 3Y | +260.5% | +19.2% | +241.3% | +170.2% |
| All | +1,171.4% | +85.8% | +1,085.6% | +557.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling