+595.0%
MSI vs URA
+371.9%
+223.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.1% | -4.2% | -1.6% |
| 7D | -5.8% | +8.1% | -13.9% | -7.1% |
| 30D | -1.0% | +5.8% | -6.7% | -2.1% |
| 3M | +14.2% | +3.4% | +10.7% | +12.9% |
| 6M | +1.0% | -2.6% | +3.7% | +0.4% |
| YTD | +21.5% | +11.2% | +10.3% | +16.7% |
| 1Y | -2.1% | +19.8% | -22.0% | -8.4% |
| 3Y | +69.3% | +121.5% | -52.1% | +33.8% |
| 5Y | +99.3% | +134.5% | -35.1% | +49.1% |
| 10Y | +595.0% | +376.7% | +218.4% | +292.6% |
| All | +595.0% | +371.9% | +223.1% | +292.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded URA 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling