-4.8%
NVO vs MSFU
+72.2%
-77.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -2.7% |
| 7D | +0.1% | -3.2% | +3.3% | +0.6% |
| 30D | -3.2% | -3.1% | -0.1% | -2.8% |
| 3M | +11.5% | +35.3% | -23.8% | +4.9% |
| 6M | +22.9% | +31.6% | -8.7% | +15.1% |
| YTD | -6.8% | -9.5% | +2.7% | -7.7% |
| 1Y | -12.6% | -18.4% | +5.8% | -12.2% |
| 3Y | -49.6% | +26.9% | -76.5% | -53.9% |
| All | -4.8% | +72.2% | -77.1% | -11.9% |
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