+1,446.9%
WDC vs MSFU
+70.7%
+1,376.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.3% |
| 7D | +7.5% | -2.3% | +9.8% | +7.9% |
| 30D | +10.1% | -6.3% | +16.3% | +11.4% |
| 3M | -6.8% | +40.0% | -46.8% | -17.4% |
| 6M | +84.1% | +30.1% | +54.0% | +63.1% |
| YTD | +180.3% | -10.3% | +190.6% | +179.6% |
| 1Y | +411.1% | -19.0% | +430.1% | +428.6% |
| 3Y | +1,375.0% | +25.8% | +1,349.2% | +1,102.5% |
| All | +1,446.9% | +70.7% | +1,376.2% | +989.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling