-86.8%
MSTU vs AEE
+33.1%
-119.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +1.0% | -9.6% | -8.3% |
| 7D | +16.1% | +1.3% | +14.8% | +16.6% |
| 30D | +68.7% | -1.2% | +69.9% | +68.2% |
| 3M | -11.0% | +1.0% | -12.0% | -12.9% |
| 6M | -33.4% | -2.3% | -31.1% | -34.1% |
| YTD | -59.5% | +9.1% | -68.6% | -60.2% |
| 1Y | -93.4% | +10.6% | -103.9% | -93.4% |
| All | -86.8% | +33.1% | -119.9% | -84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AEE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling