+22.2%
BBY vs MSTU
-93.8%
+116.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.6% | -0.5% | +3.0% |
| 7D | +0.6% | -16.6% | +17.2% | +1.0% |
| 30D | +9.4% | +69.7% | -60.3% | +6.9% |
| 3M | +19.3% | -7.5% | +26.8% | +18.3% |
| 6M | +47.9% | -43.1% | +91.0% | +47.6% |
| YTD | +39.6% | -63.0% | +102.6% | +39.3% |
| 1Y | +22.2% | -93.8% | +116.0% | +41.4% |
| All | +22.2% | -93.8% | +116.0% | +41.4% |
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