+10.3%
HLT vs MSTU
-93.8%
+104.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.6% | -3.6% | -0.1% |
| 7D | -1.6% | -16.6% | +15.0% | -1.3% |
| 30D | -5.0% | +69.7% | -74.7% | -6.2% |
| 3M | -10.4% | -7.5% | -2.9% | -11.0% |
| 6M | +3.2% | -43.1% | +46.4% | +2.6% |
| YTD | +6.7% | -63.0% | +69.8% | +5.9% |
| 1Y | +10.3% | -93.8% | +104.1% | +12.1% |
| All | +10.3% | -93.8% | +104.1% | +12.1% |
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