+71.2%
MSFU vs IWF
+115.6%
-44.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +1.9% |
| 7D | -6.9% | -1.7% | -5.2% | -4.2% |
| 30D | -5.1% | -1.8% | -3.3% | -2.2% |
| 3M | +44.6% | +1.5% | +43.2% | +40.7% |
| 6M | +32.8% | +7.7% | +25.1% | +17.8% |
| YTD | -10.1% | +2.7% | -12.8% | -12.8% |
| 1Y | -19.4% | +6.8% | -26.1% | -26.7% |
| 3Y | +26.2% | +76.9% | -50.7% | -49.9% |
| All | +71.2% | +115.6% | -44.4% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded IWF 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling