+35.5%
FDX vs MSTU
-86.5%
+122.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -8.6% | +6.0% | -2.3% |
| 7D | -3.3% | +16.1% | -19.5% | -3.9% |
| 30D | -1.4% | +68.7% | -70.0% | -3.5% |
| 3M | -4.5% | -11.0% | +6.5% | -5.2% |
| 6M | +9.4% | -33.4% | +42.8% | +8.7% |
| YTD | +36.0% | -59.5% | +95.5% | +35.8% |
| 1Y | +75.5% | -93.4% | +168.9% | +86.9% |
| All | +35.5% | -86.5% | +122.0% | +28.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling