-48.7%
INTU vs MSTU
-86.5%
+37.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -8.6% | +4.5% | -3.7% |
| 7D | -7.5% | +16.1% | -23.7% | -8.5% |
| 30D | -1.9% | +68.7% | -70.6% | -5.4% |
| 3M | +4.9% | -11.0% | +15.8% | +3.7% |
| 6M | -33.2% | -33.4% | +0.2% | -33.6% |
| YTD | -51.4% | -59.5% | +8.1% | -51.3% |
| 1Y | -52.0% | -93.4% | +41.4% | -47.9% |
| All | -48.7% | -86.5% | +37.7% | -50.0% |
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 2016-09-08 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling