-1.6%
BBY vs MSTU
-88.1%
+86.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.8% | +6.9% | +0.3% |
| 7D | +0.7% | -22.0% | +22.7% | +1.5% |
| 30D | +5.8% | +60.3% | -54.5% | +3.2% |
| 3M | +18.0% | -3.7% | +21.7% | +16.6% |
| 6M | +39.8% | -45.2% | +85.0% | +39.8% |
| YTD | +35.4% | -64.3% | +99.7% | +35.6% |
| 1Y | +21.4% | -94.0% | +115.4% | +30.4% |
| All | -1.6% | -88.1% | +86.4% | -0.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling