-86.8%
MSTU vs ACWI
+42.7%
-129.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -0.5% | -8.2% | -6.2% |
| 7D | +16.1% | +1.1% | +15.1% | +11.6% |
| 30D | +68.7% | -0.2% | +68.8% | +75.5% |
| 3M | -11.0% | +4.7% | -15.7% | -25.4% |
| 6M | -33.4% | +14.5% | -47.8% | -63.3% |
| YTD | -59.5% | +14.6% | -74.1% | -75.9% |
| 1Y | -93.4% | +21.4% | -114.8% | -96.9% |
| All | -86.8% | +42.7% | -129.5% | -96.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling