Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • MP vs MSTU✓SelectedUSD · MSTUMP vs MSTU performance historyLatest closeAs of+1.39%09/04
Stock and ETF performance explorer

MP vs MSTU

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+286.2%
MSTU return
-85.2%
Excess return
+371.4%
Maximum drawdown
-61.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioMSTUExcessAlpha
1D+1.4%-3.2%+4.6%+1.8%
7D-2.9%+21.3%-24.2%-5.9%
30D+13.8%+90.8%-77.0%+3.1%
3M-16.7%-6.8%-9.9%-19.3%
6M-11.5%-39.8%+28.3%-11.6%
YTD+7.9%-55.7%+63.6%+8.0%
1Y-15.0%-92.7%+77.6%-0.7%
All+286.2%-85.2%+371.4%+234.1%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling