+159.9%
DELL vs MSTU
-90.4%
+250.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -5.0% | -2.2% | -6.6% |
| 7D | +4.9% | -25.8% | +30.7% | +8.3% |
| 30D | -32.1% | -43.9% | +11.8% | -27.9% |
| 3M | -30.2% | +2.9% | -33.1% | -32.2% |
| 6M | +41.7% | -75.5% | +117.2% | +58.0% |
| YTD | +176.6% | -76.7% | +253.3% | +191.4% |
| 1Y | +159.9% | -88.9% | +248.9% | +201.4% |
| All | +159.9% | -90.4% | +250.4% | +201.4% |
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