-3.5%
MSFU vs WU
-18.0%
+14.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +5.4% | +8.0% | +13.1% |
| 7D | +8.2% | +8.2% | 0.0% | +7.8% |
| 30D | +10.2% | +8.0% | +2.2% | +9.7% |
| 3M | +22.9% | -6.6% | +29.5% | +22.7% |
| 6M | +63.2% | -23.3% | +86.4% | +61.4% |
| YTD | +11.7% | -22.4% | +34.1% | +10.0% |
| 1Y | -3.5% | -18.0% | +14.5% | -3.7% |
| All | -3.5% | -18.0% | +14.5% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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