-16.6%
KVUE vs MSTU
-88.1%
+71.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.8% | +7.0% | +0.2% |
| 7D | -6.1% | -22.0% | +15.9% | -6.1% |
| 30D | -5.6% | +60.3% | -65.9% | -5.6% |
| 3M | -0.3% | -3.7% | +3.4% | -0.4% |
| 6M | +1.4% | -45.2% | +46.5% | +1.3% |
| YTD | +6.7% | -64.3% | +71.1% | +6.7% |
| 1Y | +1.0% | -94.0% | +95.0% | +1.6% |
| All | -16.6% | -88.1% | +71.5% | -18.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling