+3.3%
MSFT vs MSTU
-89.7%
+93.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.1% | -2.4% |
| 7D | -6.2% | -27.7% | +21.5% | -4.2% |
| 30D | -3.7% | -40.3% | +36.6% | -0.8% |
| 3M | +3.6% | +26.4% | -22.8% | -0.6% |
| 6M | +26.8% | -75.7% | +102.5% | +34.6% |
| YTD | +8.4% | -71.9% | +80.3% | +10.4% |
| 1Y | +3.3% | -89.3% | +92.6% | +7.7% |
| All | +3.3% | -89.7% | +93.0% | +7.7% |
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