+113.0%
NVTS vs MSFU
-18.4%
+131.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -4.2% | +10.5% | +7.5% |
| 7D | +2.7% | -5.7% | +8.4% | +4.2% |
| 30D | -4.5% | +4.2% | -8.6% | -6.3% |
| 3M | -61.5% | +27.9% | -89.4% | -64.3% |
| 6M | +28.0% | +37.1% | -9.1% | +8.4% |
| YTD | +65.3% | -7.4% | +72.6% | +64.9% |
| 1Y | +113.0% | -19.6% | +132.6% | +135.8% |
| All | +113.0% | -18.4% | +131.4% | +135.8% |
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