+82.7%
HL vs MSTU
-94.2%
+176.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.8% | +2.8% | -3.1% |
| 7D | -5.6% | -22.0% | +16.4% | -2.7% |
| 30D | +12.7% | +60.3% | -47.6% | +4.3% |
| 3M | +42.5% | -3.7% | +46.2% | +38.0% |
| 6M | -9.0% | -45.2% | +36.2% | -7.8% |
| YTD | +4.4% | -64.3% | +68.7% | +2.5% |
| 1Y | +82.7% | -94.0% | +176.7% | +75.7% |
| All | +82.7% | -94.2% | +176.9% | +75.7% |
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