+253.1%
URI vs MSFU
+76.3%
+176.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.2% | +5.8% | +2.4% |
| 7D | -2.0% | -5.7% | +3.7% | -1.0% |
| 30D | -12.9% | +4.2% | -17.1% | -13.8% |
| 3M | -6.7% | +27.9% | -34.6% | -11.6% |
| 6M | +19.0% | +37.1% | -18.1% | +8.6% |
| YTD | +25.5% | -7.4% | +32.9% | +27.4% |
| 1Y | +5.5% | -19.6% | +25.1% | +10.7% |
| 3Y | +111.3% | +33.2% | +78.1% | +80.1% |
| All | +253.1% | +76.3% | +176.7% | +169.3% |
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