+829.5%
WDC vs MSFU
+103.9%
+725.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +5.5% | +4.4% | +8.4% |
| 7D | -14.4% | +14.6% | -29.0% | -17.4% |
| 30D | -27.1% | +2.1% | -29.2% | -27.3% |
| 3M | -33.3% | +14.7% | -47.9% | -35.9% |
| 6M | -39.6% | +55.7% | -95.3% | -48.2% |
| YTD | +68.4% | +7.1% | +61.3% | +60.5% |
| 1Y | +78.2% | -0.5% | +78.7% | +75.3% |
| 3Y | +772.0% | +35.7% | +736.3% | +609.0% |
| All | +829.5% | +103.9% | +725.6% | +525.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling