+147.4%
URI vs MSFU
+32.6%
+114.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.4% |
| 7D | -9.8% | +2.5% | -12.2% | -10.2% |
| 30D | +1.7% | -1.3% | +3.0% | +1.7% |
| 3M | -9.1% | +8.6% | -17.7% | -10.5% |
| 6M | +9.9% | +48.4% | -38.5% | +2.1% |
| YTD | +31.2% | +1.6% | +29.7% | +33.5% |
| 1Y | +25.9% | -5.8% | +31.7% | +30.5% |
| 3Y | +147.4% | +30.9% | +116.4% | +132.1% |
| All | +147.4% | +32.6% | +114.8% | +132.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling