+179.1%
LRCX vs MSTU
-94.2%
+273.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.8% | +1.1% | -4.9% |
| 7D | +1.8% | -22.0% | +23.8% | +4.4% |
| 30D | -4.3% | +60.3% | -64.6% | -10.6% |
| 3M | -7.3% | -3.7% | -3.6% | -9.4% |
| 6M | +38.6% | -45.2% | +83.7% | +41.4% |
| YTD | +74.4% | -64.3% | +138.7% | +76.2% |
| 1Y | +179.1% | -94.0% | +273.1% | +298.1% |
| All | +179.1% | -94.2% | +273.4% | +298.1% |
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