+72.2%
MSFU vs WEC
+18.8%
+53.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.3% |
| 7D | -3.2% | +0.8% | -4.0% | -3.2% |
| 30D | -3.1% | +0.3% | -3.5% | -3.2% |
| 3M | +35.3% | -2.9% | +38.2% | +35.4% |
| 6M | +31.6% | -5.9% | +37.5% | +32.1% |
| YTD | -9.5% | +4.1% | -13.7% | -10.9% |
| 1Y | -18.4% | +3.1% | -21.5% | -19.4% |
| 3Y | +26.9% | +40.8% | -13.8% | +13.4% |
| All | +72.2% | +18.8% | +53.4% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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