+62.9%
AAPL vs MSTU
-92.2%
+155.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +0.6% |
| 7D | +4.1% | -25.8% | +29.9% | +5.4% |
| 30D | +4.0% | -43.9% | +47.8% | +6.0% |
| 3M | +16.8% | +2.9% | +13.9% | +14.4% |
| 6M | +19.4% | -75.5% | +94.9% | +23.3% |
| YTD | +31.5% | -76.7% | +108.2% | +33.3% |
| 1Y | +31.0% | -88.9% | +119.9% | +37.3% |
| All | +62.9% | -92.2% | +155.1% | +72.2% |
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