+2,672.5%
NVDL vs MSFU
+72.7%
+2,599.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.7% | -2.1% |
| 7D | +7.3% | -3.2% | +10.5% | +9.8% |
| 30D | -0.7% | -3.1% | +2.5% | +0.4% |
| 3M | +9.5% | +35.3% | -25.8% | -23.6% |
| 6M | +41.6% | +31.6% | +10.0% | -3.3% |
| YTD | +23.3% | -9.5% | +32.8% | +17.3% |
| 1Y | +40.3% | -18.4% | +58.7% | +49.4% |
| 3Y | +692.2% | +26.9% | +665.2% | +424.8% |
| All | +2,672.5% | +72.7% | +2,599.9% | +1,120.6% |
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 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