+129.6%
AVGO vs MSTU
-87.2%
+216.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.4% | +4.3% | -0.7% |
| 7D | -0.8% | +12.9% | -13.7% | -2.5% |
| 30D | -13.7% | +68.3% | -82.1% | -19.2% |
| 3M | -6.9% | +0.4% | -7.3% | -9.8% |
| 6M | +5.8% | -41.5% | +47.3% | +5.9% |
| YTD | +5.7% | -61.7% | +67.4% | +6.4% |
| 1Y | +9.0% | -93.7% | +102.7% | +27.8% |
| All | +129.6% | -87.2% | +216.8% | +156.1% |
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 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