+10.4%
NVTS vs MSFU
-12.2%
+22.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -4.8% | +12.1% | +8.9% |
| 7D | +7.9% | -12.7% | +20.6% | +12.9% |
| 30D | +0.8% | -9.0% | +9.8% | +4.2% |
| 3M | -26.0% | +2.9% | -28.9% | -26.2% |
| 6M | -55.5% | +43.5% | -99.1% | -60.8% |
| YTD | +41.0% | -2.4% | +43.5% | +33.5% |
| 1Y | +10.4% | -13.5% | +23.9% | +10.5% |
| All | +10.4% | -12.2% | +22.6% | +10.5% |
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