+1,210.8%
URI vs MSI
+683.5%
+527.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.5% | +2.7% | +3.2% |
| 7D | +2.4% | +7.7% | -5.3% | -2.3% |
| 30D | +8.9% | +19.9% | -11.0% | -2.8% |
| 3M | +0.8% | +14.9% | -14.1% | -7.9% |
| 6M | +23.1% | +37.2% | -14.1% | -0.4% |
| YTD | +43.1% | +40.8% | +2.3% | +12.3% |
| 1Y | +35.7% | +38.1% | -2.4% | +7.7% |
| 3Y | +158.2% | +77.7% | +80.5% | +67.4% |
| 5Y | +212.6% | +129.0% | +83.5% | +66.8% |
| 10Y | +1,210.8% | +671.3% | +539.5% | +277.9% |
| All | +1,210.8% | +683.5% | +527.3% | +277.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 10y: compounded portfolio wealth divided by compounded MSI 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…
10y analysis · Full analysis span regression · 6 months rolling