+133.9%
HL vs MSTU
-92.8%
+226.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.2% | +0.7% | -2.1% |
| 7D | +1.5% | +21.3% | -19.9% | -1.6% |
| 30D | +25.1% | +90.8% | -65.8% | +13.4% |
| 3M | +22.9% | -6.8% | +29.7% | +18.7% |
| 6M | -4.9% | -39.8% | +34.9% | -5.4% |
| YTD | +7.8% | -55.7% | +63.5% | +3.2% |
| 1Y | +133.9% | -92.7% | +226.6% | +122.7% |
| All | +133.9% | -92.8% | +226.7% | +122.7% |
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 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