+58.9%
HST vs MSTU
-89.5%
+148.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | 0.0% |
| 7D | -2.7% | -4.3% | +1.6% | -2.5% |
| 30D | +10.7% | -34.6% | +45.3% | +12.2% |
| 3M | +6.3% | +39.0% | -32.8% | +3.5% |
| 6M | +19.0% | -70.5% | +89.5% | +22.2% |
| YTD | +47.0% | -68.6% | +115.7% | +47.3% |
| 1Y | +53.4% | -88.6% | +142.1% | +60.7% |
| All | +58.9% | -89.5% | +148.4% | +53.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling