+2,490.2%
NVDL vs MSFU
+73.6%
+2,416.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -1.1% |
| 7D | -10.3% | -1.8% | -8.5% | -9.0% |
| 30D | -7.1% | +0.5% | -7.6% | -8.4% |
| 3M | +6.6% | +51.9% | -45.3% | -33.5% |
| 6M | +21.1% | +35.0% | -13.9% | -19.4% |
| YTD | +15.2% | -9.0% | +24.2% | +9.1% |
| 1Y | +18.8% | -18.8% | +37.6% | +27.5% |
| 3Y | +649.9% | +25.5% | +624.4% | +404.4% |
| All | +2,490.2% | +73.6% | +2,416.5% | +1,035.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling