-87.5%
MSTU vs BLDR
-68.8%
-18.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.9% | -3.5% | -4.2% |
| 7D | +12.9% | -2.7% | +15.6% | +15.4% |
| 30D | +68.3% | -14.7% | +83.1% | +86.5% |
| 3M | +0.4% | -20.8% | +21.2% | +10.9% |
| 6M | -41.5% | -35.3% | -6.2% | -24.3% |
| YTD | -61.7% | -40.3% | -21.4% | -49.5% |
| 1Y | -93.7% | -56.3% | -37.4% | -88.6% |
| All | -87.5% | -68.8% | -18.7% | -72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 3y: compounded portfolio wealth divided by compounded BLDR 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…
3y analysis · Full analysis span regression · 6 months rolling