+30.6%
UPS vs MSFU
-2.2%
+32.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +13.5% | -8.8% | +4.7% |
| 7D | +8.2% | +8.2% | +0.1% | +8.1% |
| 30D | +22.7% | +10.2% | +12.5% | +22.6% |
| 3M | +6.4% | +22.9% | -16.5% | +6.5% |
| 6M | +22.6% | +63.2% | -40.6% | +24.0% |
| YTD | +20.7% | +11.7% | +9.0% | +16.8% |
| 1Y | +30.6% | -3.5% | +34.1% | +25.4% |
| All | +30.6% | -2.2% | +32.8% | +25.4% |
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 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