-74.2%
MSTU vs BLDR
-16.6%
-57.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -3.6% | -9.4% | -12.2% |
| 7D | -23.0% | -8.2% | -14.8% | -21.6% |
| 30D | -47.7% | +16.3% | -64.0% | -48.8% |
| 3M | +12.5% | -17.0% | +29.5% | +12.8% |
| All | -74.2% | -16.6% | -57.6% | -75.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling