+137.0%
UBER vs MSFU
+103.9%
+33.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +5.5% | -1.7% | +2.3% |
| 7D | +6.7% | +14.6% | -7.9% | +2.7% |
| 30D | -0.5% | +2.1% | -2.6% | -1.4% |
| 3M | -5.1% | +14.7% | -19.8% | -9.1% |
| 6M | -5.7% | +55.7% | -61.3% | -18.5% |
| YTD | -12.9% | +7.1% | -20.0% | -17.6% |
| 1Y | -22.6% | -0.5% | -22.1% | -25.1% |
| 3Y | +42.2% | +35.7% | +6.5% | +15.4% |
| All | +137.0% | +103.9% | +33.1% | +65.4% |
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