+118.2%
NVTS vs MSFU
+72.2%
+45.9%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.3% | +4.0% | +2.9% |
| 7D | +9.7% | -3.2% | +12.9% | +11.0% |
| 30D | -13.6% | -3.1% | -10.5% | -13.3% |
| 3M | -51.0% | +35.3% | -86.2% | -60.0% |
| 6M | +46.3% | +31.6% | +14.8% | +15.7% |
| YTD | +68.1% | -9.5% | +77.6% | +63.9% |
| 1Y | +113.9% | -18.4% | +132.3% | +122.7% |
| 3Y | +45.3% | +26.9% | +18.3% | +8.6% |
| All | +118.2% | +72.2% | +45.9% | +28.8% |
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 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