+1,394.4%
WULF vs MSFU
+71.2%
+1,323.2%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.3% | -6.1% | -5.9% |
| 7D | -0.6% | -6.9% | +6.4% | +3.3% |
| 30D | -3.6% | -5.1% | +1.5% | -1.6% |
| 3M | -30.4% | +44.6% | -75.0% | -46.2% |
| 6M | +12.5% | +32.8% | -20.3% | -13.5% |
| YTD | +40.5% | -10.1% | +50.5% | +37.6% |
| 1Y | +53.0% | -19.4% | +72.4% | +59.5% |
| 3Y | +796.7% | +26.2% | +770.5% | +593.7% |
| All | +1,394.4% | +71.2% | +1,323.2% | +882.0% |
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