+140.3%
C vs MSTU
-86.5%
+226.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.6% | +7.9% | -0.2% |
| 7D | +3.2% | +16.1% | -13.0% | +2.0% |
| 30D | +1.3% | +68.7% | -67.4% | -2.8% |
| 3M | +3.1% | -11.0% | +14.1% | +1.8% |
| 6M | +29.6% | -33.4% | +63.0% | +28.3% |
| YTD | +19.0% | -59.5% | +78.5% | +18.7% |
| 1Y | +45.6% | -93.4% | +139.0% | +60.7% |
| All | +140.3% | -86.5% | +226.7% | +105.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling