+136.7%
UBER vs MSFU
+70.7%
+66.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.6% |
| 7D | -7.0% | -2.3% | -4.7% | -6.5% |
| 30D | -8.9% | -6.3% | -2.7% | -7.5% |
| 3M | +1.0% | +40.0% | -39.0% | -9.3% |
| 6M | -3.7% | +30.1% | -33.8% | -12.9% |
| YTD | -13.0% | -10.3% | -2.7% | -13.3% |
| 1Y | -25.5% | -19.0% | -6.5% | -23.4% |
| 3Y | +50.5% | +25.8% | +24.7% | +23.7% |
| All | +136.7% | +70.7% | +66.0% | +74.1% |
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