-25.5%
UBER vs MSFU
-20.0%
-5.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.7% |
| 7D | -7.0% | -2.3% | -4.7% | -6.7% |
| 30D | -8.9% | -6.3% | -2.7% | -8.1% |
| 3M | +1.0% | +40.0% | -39.0% | -4.3% |
| 6M | -3.7% | +30.1% | -33.8% | -9.2% |
| YTD | -13.0% | -10.3% | -2.7% | -14.1% |
| 1Y | -25.5% | -19.0% | -6.5% | -26.9% |
| All | -25.5% | -20.0% | -5.6% | -26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling