+411.1%
WDC vs MSFU
-20.0%
+431.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.0% |
| 7D | +7.5% | -2.3% | +9.8% | +7.4% |
| 30D | +10.1% | -6.3% | +16.3% | +10.1% |
| 3M | -6.8% | +40.0% | -46.8% | -6.1% |
| 6M | +84.1% | +30.1% | +54.0% | +83.1% |
| YTD | +180.3% | -10.3% | +190.6% | +195.1% |
| 1Y | +411.1% | -19.0% | +430.1% | +445.1% |
| All | +411.1% | -20.0% | +431.1% | +445.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling