+113.1%
WFC vs MSFU
+93.3%
+19.8%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.4% | -0.2% |
| 7D | +1.2% | +2.5% | -1.2% | +0.8% |
| 30D | +5.2% | -1.3% | +6.5% | +5.1% |
| 3M | -3.0% | +8.6% | -11.7% | -4.4% |
| 6M | +6.2% | +48.4% | -42.2% | -0.5% |
| YTD | -7.9% | +1.6% | -9.5% | -9.8% |
| 1Y | +0.3% | -5.8% | +6.0% | -0.7% |
| 3Y | +117.7% | +30.9% | +86.8% | +96.1% |
| All | +113.1% | +93.3% | +19.8% | +76.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling