-92.7%
MSTU vs ACWI
+23.6%
-116.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.1% | -3.0% |
| 7D | +21.3% | +0.5% | +20.8% | +20.0% |
| 30D | +90.8% | +0.9% | +90.0% | +87.9% |
| 3M | -6.8% | +2.4% | -9.2% | -12.0% |
| 6M | -39.8% | +12.4% | -52.2% | -62.5% |
| YTD | -55.7% | +15.2% | -70.8% | -74.2% |
| 1Y | -92.7% | +22.7% | -115.4% | -96.7% |
| All | -92.7% | +23.6% | -116.3% | -96.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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