+651.2%
NVDL vs MSFU
+24.6%
+626.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.3% | -5.0% | -4.9% |
| 7D | -8.7% | -6.9% | -1.7% | -3.7% |
| 30D | -1.3% | -5.1% | +3.8% | +1.5% |
| 3M | +11.4% | +44.6% | -33.3% | -25.1% |
| 6M | +22.9% | +32.8% | -9.9% | -14.4% |
| YTD | +15.4% | -10.1% | +25.5% | +13.5% |
| 1Y | +18.8% | -19.4% | +38.1% | +31.8% |
| All | +651.2% | +24.6% | +626.7% | +434.7% |
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