+5.5%
URI vs MSTU
-93.3%
+98.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.6% | +9.2% | +0.8% |
| 7D | +2.5% | +16.1% | -13.6% | +1.9% |
| 30D | -12.5% | +68.7% | -81.2% | -14.4% |
| 3M | -6.2% | -11.0% | +4.8% | -5.8% |
| 6M | +25.9% | -33.4% | +59.2% | +25.7% |
| YTD | +26.2% | -59.5% | +85.7% | +27.9% |
| 1Y | +5.5% | -93.4% | +98.8% | +16.9% |
| All | +5.5% | -93.3% | +98.8% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 1y: compounded portfolio wealth divided by compounded MSTU 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…
1y analysis · Full analysis span regression · 6 months rolling