+47.8%
NXPI vs MSFU
+72.2%
-24.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.3% | +0.6% | -1.2% |
| 7D | +0.7% | -3.2% | +3.8% | +1.3% |
| 30D | -6.6% | -3.1% | -3.5% | -6.2% |
| 3M | -25.4% | +35.3% | -60.7% | -32.4% |
| 6M | +11.9% | +31.6% | -19.7% | -0.5% |
| YTD | +4.0% | -9.5% | +13.5% | +4.7% |
| 1Y | +1.0% | -18.4% | +19.5% | +4.8% |
| 3Y | +16.3% | +26.9% | -10.6% | -7.9% |
| All | +47.8% | +72.2% | -24.5% | -2.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling