-19.9%
MSTZ vs UUUU
+17.3%
-37.2%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +5.9% | +5.2% |
| 7D | -23.6% | +1.8% | -25.4% | -22.8% |
| 30D | -60.7% | +1.8% | -62.5% | -59.5% |
| 3M | -58.3% | +1.3% | -59.5% | -54.9% |
| 6M | -60.0% | -26.8% | -33.2% | -59.3% |
| YTD | -75.2% | +0.1% | -75.3% | -72.1% |
| 1Y | -19.9% | +11.2% | -31.1% | -20.2% |
| All | -19.9% | +17.3% | -37.2% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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