-99.3%
MSTZ vs UUUU
+54.2%
-153.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +9.8% | -4.8% | +10.4% |
| 7D | +4.3% | -1.1% | +5.4% | +4.2% |
| 30D | +30.2% | -26.6% | +56.8% | +12.7% |
| 3M | -66.9% | -48.3% | -18.6% | -75.5% |
| 6M | -26.3% | -65.8% | +39.5% | -52.2% |
| YTD | -80.1% | -49.7% | -30.4% | -81.7% |
| 1Y | -57.5% | -53.3% | -4.2% | -60.7% |
| All | -99.3% | +54.2% | -153.5% | -98.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling