+64.8%
USAR vs MSTU
-86.5%
+151.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -8.6% | +8.9% | +1.3% |
| 7D | +2.3% | +16.1% | -13.8% | -0.1% |
| 30D | -8.6% | +68.7% | -77.3% | -15.5% |
| 3M | -20.5% | -11.0% | -9.5% | -22.2% |
| 6M | +1.2% | -33.4% | +34.6% | +1.8% |
| YTD | +48.4% | -59.5% | +107.9% | +51.5% |
| 1Y | +30.6% | -93.4% | +124.0% | +42.3% |
| All | +64.8% | -86.5% | +151.3% | +73.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling