+360.5%
BE vs MSTU
-92.8%
+453.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -3.2% | +10.5% | +8.0% |
| 7D | +20.0% | +21.3% | -1.4% | +14.1% |
| 30D | +7.9% | +90.8% | -82.9% | -8.7% |
| 3M | -13.2% | -6.8% | -6.4% | -17.4% |
| 6M | +53.5% | -39.8% | +93.3% | +53.4% |
| YTD | +191.0% | -55.7% | +246.7% | +197.6% |
| 1Y | +360.5% | -92.7% | +453.2% | +686.4% |
| All | +360.5% | -92.8% | +453.3% | +686.4% |
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