+312.3%
DELL vs MSTU
-94.2%
+406.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.8% | +1.4% | -4.6% |
| 7D | -1.9% | -22.0% | +20.1% | +0.7% |
| 30D | +14.9% | +60.3% | -45.4% | +7.3% |
| 3M | +37.2% | -3.7% | +40.9% | +33.8% |
| 6M | +254.0% | -45.2% | +299.2% | +263.4% |
| YTD | +306.1% | -64.3% | +370.5% | +317.9% |
| 1Y | +312.3% | -94.0% | +406.3% | +414.6% |
| All | +312.3% | -94.2% | +406.5% | +414.6% |
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 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