+30.4%
URI vs MSFU
-6.0%
+36.3%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.3% | +2.3% | -2.0% |
| 7D | -6.0% | +4.0% | -10.0% | -5.8% |
| 30D | +4.6% | -2.3% | +6.9% | +4.8% |
| 3M | -2.7% | +7.1% | -9.8% | -2.5% |
| 6M | +18.4% | +48.9% | -30.5% | +20.2% |
| YTD | +37.4% | +2.4% | +34.9% | +52.2% |
| 1Y | +30.4% | -8.1% | +38.5% | +43.7% |
| All | +30.4% | -6.0% | +36.3% | +43.7% |
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