+302.3%
URI vs MSFU
+85.8%
+216.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.8% | +8.9% | +5.0% |
| 7D | +2.4% | -12.7% | +15.1% | +4.8% |
| 30D | +8.9% | -9.0% | +17.9% | +10.3% |
| 3M | +0.8% | +2.9% | -2.1% | -0.4% |
| 6M | +23.1% | +43.5% | -20.4% | +12.6% |
| YTD | +43.1% | -2.4% | +45.5% | +43.1% |
| 1Y | +35.7% | -13.5% | +49.2% | +40.2% |
| 3Y | +158.2% | +19.2% | +139.0% | +128.3% |
| All | +302.3% | +85.8% | +216.6% | +202.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling