+25.9%
LUV vs MSTU
-93.8%
+119.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.6% | -2.2% | +1.3% |
| 7D | -1.0% | -16.6% | +15.6% | -0.6% |
| 30D | -12.4% | +69.7% | -82.1% | -13.7% |
| 3M | -11.0% | -7.5% | -3.5% | -11.1% |
| 6M | -5.0% | -43.1% | +38.1% | -4.4% |
| YTD | -3.8% | -63.0% | +59.3% | -5.1% |
| 1Y | +25.9% | -93.8% | +119.7% | +43.6% |
| All | +25.9% | -93.8% | +119.7% | +43.6% |
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