+1,398.9%
WDC vs MSFU
+76.3%
+1,322.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.2% | +10.0% | +6.9% |
| 7D | +1.7% | -5.7% | +7.4% | +3.1% |
| 30D | -10.0% | +4.2% | -14.1% | -11.6% |
| 3M | -18.8% | +27.9% | -46.7% | -25.5% |
| 6M | +79.0% | +37.1% | +41.9% | +56.1% |
| YTD | +171.6% | -7.4% | +178.9% | +168.8% |
| 1Y | +417.4% | -19.6% | +437.0% | +439.6% |
| 3Y | +1,251.8% | +33.2% | +1,218.6% | +982.3% |
| All | +1,398.9% | +76.3% | +1,322.5% | +946.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling