+120.9%
DOCN vs MSTU
-91.8%
+212.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -12.9% | +16.3% | +4.9% |
| 7D | +27.4% | -23.0% | +50.4% | +31.1% |
| 30D | -29.7% | -47.7% | +17.9% | -24.4% |
| 3M | -32.5% | +12.5% | -45.0% | -34.9% |
| 6M | -42.2% | -76.1% | +33.9% | -35.6% |
| YTD | +87.2% | -75.5% | +162.7% | +97.7% |
| 1Y | +86.2% | -90.1% | +176.3% | +115.5% |
| All | +120.9% | -91.8% | +212.7% | +126.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling