-49.8%
USAR vs MSTZ
-63.1%
+13.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -9.6% | +3.7% | -8.1% |
| 7D | -21.8% | +0.7% | -22.5% | -21.2% |
| 30D | -39.9% | +16.6% | -56.5% | -35.9% |
| 3M | -52.5% | -74.7% | +22.1% | -62.2% |
| 6M | -67.9% | -43.9% | -24.0% | -64.0% |
| YTD | -31.1% | -84.0% | +52.9% | -30.9% |
| 1Y | -49.8% | -65.1% | +15.3% | -13.4% |
| All | -49.8% | -63.1% | +13.2% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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