-12.8%
NVO vs MSFU
-18.4%
+5.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.2% | +2.3% | -1.3% |
| 7D | +2.2% | -5.7% | +7.9% | +3.1% |
| 30D | +6.0% | +4.2% | +1.8% | +5.2% |
| 3M | +7.9% | +27.9% | -20.0% | +3.8% |
| 6M | +27.1% | +37.1% | -10.0% | +17.6% |
| YTD | -3.8% | -7.4% | +3.5% | -5.7% |
| 1Y | -12.8% | -19.6% | +6.8% | -11.7% |
| All | -12.8% | -18.4% | +5.6% | -11.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling