+15.0%
HAL vs MSTU
-90.1%
+105.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.1% | +5.2% | +0.3% |
| 7D | -7.9% | -9.3% | +1.4% | -7.6% |
| 30D | -2.1% | -38.3% | +36.2% | -0.6% |
| 3M | +0.4% | +24.0% | -23.6% | -2.1% |
| 6M | -19.2% | -72.1% | +52.8% | -16.5% |
| YTD | +14.4% | -70.2% | +84.6% | +15.0% |
| 1Y | +18.0% | -89.6% | +107.6% | +25.7% |
| All | +15.0% | -90.1% | +105.0% | +20.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling