+43.0%
NVTS vs MSFU
+24.2%
+18.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.9% |
| 7D | +3.5% | -2.3% | +5.8% | +4.3% |
| 30D | -11.9% | -6.3% | -5.7% | -10.1% |
| 3M | -49.2% | +40.0% | -89.2% | -58.7% |
| 6M | +38.4% | +30.1% | +8.3% | +11.7% |
| YTD | +62.5% | -10.3% | +72.8% | +61.2% |
| 1Y | +101.4% | -19.0% | +120.4% | +113.3% |
| All | +43.0% | +24.2% | +18.9% | +17.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling