+23.7%
BBY vs MSTU
-92.8%
+116.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.2% | +6.3% | +3.2% |
| 7D | +9.5% | +21.3% | -11.8% | +8.8% |
| 30D | +6.8% | +90.8% | -84.0% | +4.2% |
| 3M | +28.9% | -6.8% | +35.6% | +27.8% |
| 6M | +37.8% | -39.8% | +77.6% | +37.6% |
| YTD | +38.7% | -55.7% | +94.4% | +37.9% |
| 1Y | +23.7% | -92.7% | +116.4% | +41.3% |
| All | +23.7% | -92.8% | +116.5% | +41.3% |
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