+120.1%
WBD vs MSFU
+70.7%
+49.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.6% |
| 7D | -1.7% | -2.3% | +0.6% | -1.3% |
| 30D | +3.9% | -6.3% | +10.1% | +5.0% |
| 3M | +5.1% | +40.0% | -34.9% | -3.6% |
| 6M | +0.6% | +30.1% | -29.5% | -7.3% |
| YTD | -3.2% | -10.3% | +7.2% | -2.2% |
| 1Y | +127.7% | -19.0% | +146.7% | +135.9% |
| 3Y | +146.6% | +25.8% | +120.8% | +103.5% |
| All | +120.1% | +70.7% | +49.4% | +57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling