+27.2%
NXPI vs MSFU
-1.7%
+28.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +5.5% | -2.2% | +3.3% |
| 7D | -0.3% | +14.6% | -14.9% | 0.0% |
| 30D | +12.7% | +2.1% | +10.6% | +12.7% |
| 3M | +7.5% | +14.7% | -7.2% | +8.0% |
| 6M | -12.3% | +55.7% | -68.0% | -9.4% |
| YTD | +19.7% | +7.1% | +12.6% | +24.1% |
| All | +27.2% | -1.7% | +28.9% | +31.1% |
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