+112.2%
USO vs MSTU
-87.2%
+199.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -5.4% | +8.1% | +2.7% |
| 7D | +6.2% | +12.9% | -6.7% | +6.3% |
| 30D | +19.1% | +68.3% | -49.2% | +19.4% |
| 3M | +14.2% | +0.4% | +13.8% | +14.6% |
| 6M | +43.7% | -41.5% | +85.3% | +43.8% |
| YTD | +116.8% | -61.7% | +178.6% | +117.4% |
| 1Y | +104.3% | -93.7% | +198.0% | +111.9% |
| All | +112.2% | -87.2% | +199.5% | +123.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling