+45.4%
GILD vs MSTU
-88.0%
+133.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +10.3% | -6.1% | +4.1% |
| 7D | +9.6% | -4.8% | +14.4% | +9.6% |
| 30D | +20.6% | -29.6% | +50.2% | +21.0% |
| 3M | +29.7% | +69.4% | -39.7% | +28.1% |
| 6M | +33.1% | -62.2% | +95.4% | +34.0% |
| YTD | +44.7% | -61.1% | +105.8% | +44.5% |
| 1Y | +45.4% | -87.2% | +132.5% | +41.5% |
| All | +45.4% | -88.0% | +133.3% | +41.5% |
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