+17.8%
NXPI vs MSFU
+31.7%
-13.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.2% | +5.4% | +2.0% |
| 7D | +1.9% | -5.7% | +7.6% | +2.9% |
| 30D | -1.4% | +4.2% | -5.6% | -2.4% |
| 3M | -29.1% | +27.9% | -57.0% | -32.6% |
| 6M | +6.2% | +37.1% | -30.9% | -3.5% |
| YTD | +5.9% | -7.4% | +13.2% | +8.2% |
| 1Y | +2.9% | -19.6% | +22.5% | +9.8% |
| All | +17.8% | +31.7% | -13.9% | +1.4% |
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