-4.4%
KVUE vs MSTU
-92.8%
+88.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.1% | -1.1% |
| 7D | -2.2% | +21.3% | -23.6% | -2.2% |
| 30D | -3.7% | +90.8% | -94.5% | -3.5% |
| 3M | +12.3% | -6.8% | +19.0% | +12.3% |
| 6M | +5.4% | -39.8% | +45.3% | +5.1% |
| YTD | +12.4% | -55.7% | +68.1% | +12.0% |
| 1Y | -4.4% | -92.7% | +88.3% | -6.8% |
| All | -4.4% | -92.8% | +88.4% | -6.8% |
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