+144.8%
WMT vs MSFU
+71.2%
+73.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.1% |
| 7D | -2.5% | -6.9% | +4.5% | -2.1% |
| 30D | -6.4% | -5.1% | -1.3% | -6.2% |
| 3M | -12.1% | +44.6% | -56.8% | -14.1% |
| 6M | -15.0% | +32.8% | -47.8% | -16.9% |
| YTD | -4.5% | -10.1% | +5.6% | -3.5% |
| 1Y | +6.2% | -19.4% | +25.6% | +8.4% |
| 3Y | +99.9% | +26.2% | +73.7% | +87.3% |
| All | +144.8% | +71.2% | +73.6% | +120.6% |
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