+14.6%
LIN vs MSTU
-89.4%
+103.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -18.3% | +17.6% | -0.4% |
| 7D | +3.6% | -18.2% | +21.8% | +3.8% |
| 30D | +6.4% | -42.7% | +49.1% | +7.0% |
| 3M | +6.5% | +37.0% | -30.5% | +5.4% |
| 6M | +4.9% | -70.1% | +74.9% | +6.0% |
| YTD | +23.4% | -68.2% | +91.6% | +23.8% |
| 1Y | +26.3% | -90.1% | +116.4% | +29.9% |
| All | +14.6% | -89.4% | +103.9% | +14.3% |
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