+264.9%
URI vs MSFU
+97.0%
+167.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -7.4% | +0.3% | -5.9% |
| 7D | -12.9% | +1.0% | -14.0% | -13.3% |
| 30D | -3.4% | +0.6% | -4.0% | -3.8% |
| 3M | -10.0% | +16.4% | -26.4% | -13.0% |
| 6M | +12.2% | +53.0% | -40.8% | +1.4% |
| YTD | +29.8% | +3.5% | +26.3% | +28.5% |
| 1Y | +24.6% | -7.8% | +32.4% | +27.2% |
| 3Y | +137.6% | +35.6% | +102.0% | +103.8% |
| All | +264.9% | +97.0% | +167.9% | +171.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling