+12.2%
URI vs MOS
-0.6%
+12.8%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +3.3% | -10.4% | -7.0% |
| 7D | -12.9% | +22.5% | -35.4% | -12.3% |
| 30D | -3.4% | +6.6% | -10.0% | -2.1% |
| 3M | -10.0% | -3.8% | -6.2% | -8.5% |
| 6M | +12.2% | -2.2% | +14.4% | +14.7% |
| All | +12.2% | -0.6% | +12.8% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 6mo: compounded portfolio wealth divided by compounded MOS 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…
6mo analysis · Full analysis span regression · 6 months rolling