-26.1%
USAR vs MSTU
-90.8%
+64.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -7.3% | -2.3% | -8.7% |
| 7D | -9.1% | -21.7% | +12.7% | -6.5% |
| 30D | -36.9% | -42.8% | +5.8% | -32.9% |
| 3M | -58.4% | +21.4% | -79.8% | -60.4% |
| 6M | -70.6% | -74.1% | +3.5% | -67.7% |
| YTD | -33.4% | -72.4% | +38.9% | -29.7% |
| 1Y | -54.0% | -90.1% | +36.1% | -49.0% |
| All | -26.1% | -90.8% | +64.7% | -19.4% |
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