+33.2%
BE vs MSTU
-91.0%
+124.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -7.3% | +2.9% | -3.0% |
| 7D | -13.4% | -21.7% | +8.4% | -9.4% |
| 30D | -33.9% | -42.8% | +8.9% | -27.4% |
| 3M | -12.0% | +21.4% | -33.4% | -20.8% |
| 6M | -29.0% | -74.1% | +45.1% | -16.3% |
| YTD | +113.4% | -72.4% | +185.8% | +128.3% |
| 1Y | +33.2% | -90.1% | +123.3% | +95.4% |
| All | +33.2% | -91.0% | +124.2% | +95.4% |
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