+221.0%
HL vs MSTU
-87.2%
+308.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.4% | +7.3% | +2.4% |
| 7D | +0.4% | +12.9% | -12.5% | -1.1% |
| 30D | +18.8% | +68.3% | -49.5% | +12.6% |
| 3M | +43.7% | +0.4% | +43.4% | +40.3% |
| 6M | -1.0% | -41.5% | +40.5% | -0.7% |
| YTD | +8.7% | -61.7% | +70.4% | +8.9% |
| 1Y | +105.0% | -93.7% | +198.7% | +120.4% |
| All | +221.0% | -87.2% | +308.3% | +222.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling