+55.3%
BE vs MSTU
-88.0%
+143.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +10.3% | -16.7% | -8.2% |
| 7D | -12.1% | -4.8% | -7.3% | -11.6% |
| 30D | -30.1% | -29.6% | -0.5% | -26.4% |
| 3M | -12.1% | +69.4% | -81.5% | -25.9% |
| 6M | -30.6% | -62.2% | +31.7% | -23.6% |
| YTD | +130.6% | -61.1% | +191.7% | +132.3% |
| 1Y | +55.3% | -87.2% | +142.5% | +133.6% |
| All | +55.3% | -88.0% | +143.3% | +133.6% |
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