+106.7%
USO vs MSTU
-86.5%
+193.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -8.6% | +11.5% | +2.8% |
| 7D | +3.6% | +16.1% | -12.6% | +3.6% |
| 30D | +23.8% | +68.7% | -44.9% | +24.1% |
| 3M | +8.1% | -11.0% | +19.0% | +8.5% |
| 6M | +34.3% | -33.4% | +67.6% | +34.1% |
| YTD | +111.1% | -59.5% | +170.7% | +111.7% |
| 1Y | +99.9% | -93.4% | +193.3% | +107.4% |
| All | +106.7% | -86.5% | +193.1% | +117.3% |
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