+29.3%
HWM vs MSTU
-93.3%
+122.6%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -8.6% | -2.1% | -10.4% |
| 7D | -9.2% | +16.1% | -25.3% | -9.7% |
| 30D | -17.9% | +68.7% | -86.5% | -20.0% |
| 3M | -6.0% | -11.0% | +4.9% | -6.3% |
| 6M | -7.4% | -33.4% | +26.0% | -7.4% |
| YTD | +13.1% | -59.5% | +72.6% | +12.6% |
| 1Y | +29.3% | -93.4% | +122.7% | +42.5% |
| All | +29.3% | -93.3% | +122.6% | +42.5% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling