-46.5%
MSTR vs MSTU
-90.4%
+43.9%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.0% | +2.6% | +0.1% |
| 7D | -13.4% | -25.8% | +12.4% | +0.3% |
| 30D | -22.1% | -43.9% | +21.8% | +1.4% |
| 3M | +15.0% | +2.9% | +12.1% | +3.1% |
| 6M | -37.3% | -75.5% | +38.2% | +7.8% |
| YTD | -26.5% | -76.7% | +50.2% | +14.1% |
| 1Y | -46.5% | -88.9% | +42.5% | +17.3% |
| All | -46.5% | -90.4% | +43.9% | +17.3% |
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