+1,430.9%
WDC vs MSFU
+72.2%
+1,358.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.3% | +4.5% | +2.7% |
| 7D | +6.0% | -3.2% | +9.2% | +6.7% |
| 30D | +9.9% | -3.1% | +13.1% | +10.3% |
| 3M | -9.4% | +35.3% | -44.7% | -18.7% |
| 6M | +94.7% | +31.6% | +63.1% | +71.9% |
| YTD | +177.4% | -9.5% | +186.9% | +176.1% |
| 1Y | +412.6% | -18.4% | +431.0% | +429.3% |
| 3Y | +1,359.8% | +26.9% | +1,332.8% | +1,087.4% |
| All | +1,430.9% | +72.2% | +1,358.7% | +975.5% |
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