-15.5%
BTDR vs MSTU
-94.2%
+78.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -6.8% | +0.3% | -4.5% |
| 7D | -3.2% | -22.0% | +18.8% | +3.9% |
| 30D | +32.7% | +60.3% | -27.6% | +12.5% |
| 3M | -28.4% | -3.7% | -24.7% | -32.1% |
| 6M | +51.7% | -45.2% | +96.9% | +61.3% |
| YTD | +2.9% | -64.3% | +67.2% | +18.9% |
| 1Y | -15.5% | -94.0% | +78.6% | +89.3% |
| All | -15.5% | -94.2% | +78.8% | +89.3% |
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