+72.5%
HAL vs MSTU
-93.3%
+165.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.6% | +7.9% | -0.6% |
| 7D | +0.5% | +16.1% | -15.7% | +0.2% |
| 30D | +15.9% | +68.7% | -52.7% | +14.7% |
| 3M | -8.7% | -11.0% | +2.3% | -8.2% |
| 6M | +9.0% | -33.4% | +42.4% | +9.1% |
| YTD | +32.0% | -59.5% | +91.5% | +34.8% |
| 1Y | +72.5% | -93.4% | +165.8% | +93.6% |
| All | +72.5% | -93.3% | +165.8% | +93.6% |
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