+70.0%
NXPI vs MSFU
+103.9%
-33.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +5.5% | -2.2% | +1.9% |
| 7D | -0.3% | +14.6% | -14.9% | -3.7% |
| 30D | +12.7% | +2.1% | +10.6% | +11.9% |
| 3M | +7.5% | +14.7% | -7.2% | +3.2% |
| 6M | -12.3% | +55.7% | -68.0% | -24.2% |
| YTD | +19.7% | +7.1% | +12.6% | +15.1% |
| 1Y | +27.6% | -0.5% | +28.1% | +25.7% |
| 3Y | +50.0% | +35.7% | +14.2% | +19.4% |
| All | +70.0% | +103.9% | -33.9% | +7.6% |
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