-2.2%
KHC vs MSTU
-94.2%
+92.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.8% | +5.9% | -0.8% |
| 7D | -2.5% | -22.0% | +19.5% | -2.3% |
| 30D | +0.5% | +60.3% | -59.8% | -0.5% |
| 3M | +3.0% | -3.7% | +6.7% | +2.2% |
| 6M | +6.6% | -45.2% | +51.8% | +5.8% |
| YTD | +5.8% | -64.3% | +70.1% | +4.9% |
| 1Y | -2.2% | -94.0% | +91.8% | +0.2% |
| All | -2.2% | -94.2% | +92.0% | +0.2% |
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