-4.9%
EQT vs MSTU
-88.0%
+83.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +10.3% | -13.5% | -3.2% |
| 7D | -6.6% | -4.8% | -1.7% | -6.5% |
| 30D | +2.7% | -29.6% | +32.3% | +3.0% |
| 3M | -0.2% | +69.4% | -69.5% | -1.0% |
| 6M | -10.6% | -62.2% | +51.7% | -7.9% |
| YTD | -1.2% | -61.1% | +59.9% | -1.0% |
| 1Y | -4.9% | -87.2% | +82.3% | +0.5% |
| All | -4.9% | -88.0% | +83.1% | +0.5% |
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 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