+98.5%
NVDL vs MSTU
-88.1%
+186.6%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -6.8% | +2.1% | -3.4% |
| 7D | -8.7% | -22.0% | +13.3% | -4.2% |
| 30D | -1.3% | +60.3% | -61.6% | -12.1% |
| 3M | +11.4% | -3.7% | +15.1% | +6.1% |
| 6M | +22.9% | -45.2% | +68.1% | +25.7% |
| YTD | +15.4% | -64.3% | +79.7% | +20.9% |
| 1Y | +18.8% | -94.0% | +112.8% | +72.5% |
| All | +98.5% | -88.1% | +186.6% | +147.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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