+17.8%
CHRW vs MSTU
-92.8%
+110.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.2% | +4.2% | +1.1% |
| 7D | -1.4% | +21.3% | -22.7% | -1.4% |
| 30D | -3.5% | +90.8% | -94.3% | -3.5% |
| 3M | -19.4% | -6.8% | -12.6% | -19.2% |
| 6M | -21.4% | -39.8% | +18.5% | -21.6% |
| YTD | -7.1% | -55.7% | +48.6% | -9.0% |
| 1Y | +17.8% | -92.7% | +110.5% | +10.6% |
| All | +17.8% | -92.8% | +110.6% | +10.6% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling