-56.4%
MSTR vs MSTU
-92.8%
+36.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.8% | +0.2% |
| 7D | +12.2% | +21.3% | -9.2% | +0.2% |
| 30D | +45.2% | +90.8% | -45.6% | +0.6% |
| 3M | +10.4% | -6.8% | +17.1% | +4.0% |
| 6M | -2.5% | -39.8% | +37.3% | +8.4% |
| YTD | -6.0% | -55.7% | +49.7% | +11.7% |
| 1Y | -56.4% | -92.7% | +36.3% | +23.0% |
| All | -56.4% | -92.8% | +36.4% | +23.0% |
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