-92.7%
MSTU vs LNT
+8.1%
-100.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.1% | -3.2% |
| 7D | +21.3% | -0.1% | +21.4% | +21.2% |
| 30D | +90.8% | -3.2% | +94.0% | +88.6% |
| 3M | -6.8% | -4.1% | -2.7% | -9.3% |
| 6M | -39.8% | -4.6% | -35.3% | -40.6% |
| YTD | -55.7% | +7.0% | -62.7% | -57.6% |
| 1Y | -92.7% | +8.3% | -101.0% | -92.4% |
| All | -92.7% | +8.1% | -100.7% | -92.4% |
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