+67.1%
ADI vs MSTU
-88.1%
+155.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.8% | +5.7% | -0.6% |
| 7D | +1.3% | -22.0% | +23.4% | +2.8% |
| 30D | -6.0% | +60.3% | -66.3% | -9.6% |
| 3M | -7.7% | -3.7% | -4.0% | -9.3% |
| 6M | +14.0% | -45.2% | +59.2% | +14.2% |
| YTD | +34.4% | -64.3% | +98.7% | +35.5% |
| 1Y | +48.0% | -94.0% | +142.0% | +67.7% |
| All | +67.1% | -88.1% | +155.2% | +56.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling