-87.2%
MSTU vs LNT
+13.9%
-101.1%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +2.3% | +8.0% | +12.0% |
| 7D | -4.8% | +7.2% | -12.0% | +0.5% |
| 30D | -29.6% | +15.6% | -45.2% | -21.8% |
| 3M | +69.4% | +5.2% | +64.2% | +79.9% |
| 6M | -62.2% | +1.7% | -63.9% | -59.5% |
| YTD | -61.1% | +17.0% | -78.1% | -60.3% |
| 1Y | -87.2% | +14.2% | -101.4% | -86.7% |
| All | -87.2% | +13.9% | -101.1% | -86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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