-49.8%
USAR vs MSTU
-88.0%
+38.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +10.3% | -16.2% | -8.3% |
| 7D | -21.8% | -4.8% | -16.9% | -21.2% |
| 30D | -39.9% | -29.6% | -10.4% | -35.6% |
| 3M | -52.5% | +69.4% | -121.9% | -61.6% |
| 6M | -67.9% | -62.2% | -5.7% | -62.2% |
| YTD | -31.1% | -61.1% | +30.0% | -24.7% |
| 1Y | -49.8% | -87.2% | +37.3% | -1.2% |
| All | -49.8% | -88.0% | +38.1% | -1.2% |
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