+15.6%
USAR vs MSFU
-20.3%
+36.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.3% | -6.3% | -6.1% |
| 7D | -9.3% | -6.9% | -2.4% | -7.4% |
| 30D | -15.2% | -5.1% | -10.1% | -14.1% |
| 3M | -21.1% | +44.6% | -65.7% | -30.2% |
| 6M | -21.6% | +32.8% | -54.4% | -29.9% |
| YTD | +34.8% | -10.1% | +44.8% | +35.2% |
| 1Y | +15.6% | -19.4% | +35.0% | +27.6% |
| All | +15.6% | -20.3% | +36.0% | +27.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling