+148.5%
WMB vs MSFU
+88.0%
+60.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.5% |
| 7D | +7.8% | -2.8% | +10.6% | +8.0% |
| 30D | -5.1% | -5.3% | +0.2% | -4.9% |
| 3M | -4.7% | +7.2% | -12.0% | -5.3% |
| 6M | -7.4% | +51.0% | -58.4% | -10.4% |
| YTD | +17.5% | -1.2% | +18.7% | +17.9% |
| 1Y | +19.5% | -10.3% | +29.8% | +21.2% |
| 3Y | +121.3% | +22.2% | +99.1% | +108.7% |
| All | +148.5% | +88.0% | +60.5% | +118.2% |
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 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