+95.0%
DOCN vs MSTU
-90.8%
+185.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -7.3% | +8.8% | +2.4% |
| 7D | -12.1% | -21.7% | +9.6% | -9.5% |
| 30D | -41.0% | -42.8% | +1.8% | -37.1% |
| 3M | -38.7% | +21.4% | -60.1% | -41.4% |
| 6M | -51.5% | -74.1% | +22.6% | -46.5% |
| YTD | +65.3% | -72.4% | +137.6% | +72.3% |
| 1Y | +53.9% | -90.1% | +144.0% | +78.2% |
| All | +95.0% | -90.8% | +185.8% | +97.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling