+7,128.3%
URI vs MOS
+4.4%
+7,123.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +3.3% | -10.4% | -8.3% |
| 7D | -12.9% | +22.5% | -35.4% | -19.9% |
| 30D | -3.4% | +6.6% | -10.0% | -6.9% |
| 3M | -10.0% | -3.8% | -6.2% | -10.6% |
| 6M | +12.2% | -2.2% | +14.4% | +9.6% |
| YTD | +29.8% | -4.8% | +34.5% | +25.6% |
| 1Y | +24.6% | -11.7% | +36.3% | +23.4% |
| 3Y | +137.6% | -26.5% | +164.1% | +142.6% |
| 5Y | +176.6% | -32.2% | +208.8% | +175.6% |
| 10Y | +1,402.6% | +10.2% | +1,392.4% | +1,052.0% |
| All | +7,128.3% | +4.4% | +7,123.9% | +4,064.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling