+7.2%
DIS vs MSTU
-90.0%
+97.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.4% |
| 7D | +5.2% | -4.3% | +9.5% | +5.3% |
| 30D | +11.5% | -34.6% | +46.0% | +12.5% |
| 3M | +11.5% | +39.0% | -27.5% | +8.3% |
| 6M | +8.9% | -70.5% | +79.4% | +11.7% |
| YTD | +3.4% | -68.6% | +72.0% | +2.2% |
| 1Y | +7.2% | -88.6% | +95.8% | +11.2% |
| All | +7.2% | -90.0% | +97.2% | +11.2% |
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