+73.2%
BTDR vs MSTU
-87.2%
+160.4%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.4% | +2.8% | -0.9% |
| 7D | +14.8% | +12.9% | +1.9% | +8.7% |
| 30D | +41.8% | +68.3% | -26.5% | +14.9% |
| 3M | -29.2% | +0.4% | -29.5% | -35.5% |
| 6M | +66.2% | -41.5% | +107.7% | +70.4% |
| YTD | +10.0% | -61.7% | +71.7% | +18.7% |
| 1Y | -11.0% | -93.7% | +82.7% | +76.3% |
| All | +73.2% | -87.2% | +160.4% | +115.1% |
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