+35.1%
AMZN vs MSTU
-88.1%
+123.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.8% | +6.6% | +0.2% |
| 7D | -2.7% | -22.0% | +19.3% | -1.3% |
| 30D | -7.5% | +60.3% | -67.8% | -11.1% |
| 3M | +5.8% | -3.7% | +9.6% | +3.8% |
| 6M | +17.5% | -45.2% | +62.7% | +17.7% |
| YTD | +9.1% | -64.3% | +73.4% | +10.3% |
| 1Y | +9.4% | -94.0% | +103.4% | +23.7% |
| All | +35.1% | -88.1% | +123.2% | +42.5% |
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