-12.3%
NVO vs MSFU
+88.0%
-100.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +2.0% | +2.4% |
| 7D | +3.3% | -2.8% | +6.0% | +3.7% |
| 30D | +9.2% | -5.3% | +14.5% | +9.9% |
| 3M | -9.8% | +7.2% | -17.0% | -11.1% |
| 6M | -10.4% | +51.0% | -61.4% | -17.9% |
| YTD | -14.1% | -1.2% | -12.9% | -16.4% |
| 1Y | -11.1% | -10.3% | -0.8% | -12.3% |
| 3Y | -54.9% | +22.2% | -77.2% | -58.9% |
| All | -12.3% | +88.0% | -100.3% | -20.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling