+17.8%
AVGO vs MSTU
-92.8%
+110.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +0.5% |
| 7D | -3.0% | +21.3% | -24.3% | -5.0% |
| 30D | -14.4% | +90.8% | -105.3% | -20.3% |
| 3M | -14.4% | -6.8% | -7.7% | -15.8% |
| 6M | +13.1% | -39.8% | +53.0% | +14.0% |
| YTD | +3.8% | -55.7% | +59.5% | +3.8% |
| 1Y | +17.8% | -92.7% | +110.4% | +39.8% |
| All | +17.8% | -92.8% | +110.5% | +39.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling