-19.8%
ELV vs MSTU
-88.1%
+68.3%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -6.8% | +12.2% | +5.4% |
| 7D | +0.9% | -22.0% | +22.9% | +0.9% |
| 30D | +7.2% | +60.3% | -53.1% | +7.0% |
| 3M | +3.4% | -3.7% | +7.1% | +3.3% |
| 6M | +48.6% | -45.2% | +93.8% | +48.1% |
| YTD | +20.6% | -64.3% | +84.9% | +19.8% |
| 1Y | +38.5% | -94.0% | +132.5% | +36.3% |
| All | -19.8% | -88.1% | +68.3% | -28.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling