-58.6%
MSTR vs MSTU
-93.3%
+34.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -8.6% | +4.2% | 0.0% |
| 7D | +9.3% | +16.1% | -6.8% | +0.1% |
| 30D | +36.5% | +68.7% | -32.1% | +0.7% |
| 3M | +7.3% | -11.0% | +18.3% | +3.9% |
| 6M | +2.2% | -33.4% | +35.6% | +8.1% |
| YTD | -10.2% | -59.5% | +49.4% | +11.7% |
| 1Y | -58.6% | -93.4% | +34.7% | +22.8% |
| All | -58.6% | -93.3% | +34.7% | +22.8% |
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