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  • MSTU vs MSTZ✓SelectedUSD · MSTZMSTU vs MSTZ performance historyLatest closeAs of-8.64%09/08
Stock and ETF performance explorer

MSTU vs MSTZ

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+78.0%
MSTZ return
-61.2%
Excess return
+139.2%
Maximum drawdown
-21.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1mo.

Portfolio and benchmark returns by period
PeriodPortfolioMSTZExcessAlpha
1D-8.6%+8.2%-16.8%-0.4%
7D+16.1%-25.4%+41.5%-0.6%
All+78.0%-61.2%+139.2%-3.4%

Cumulative growth

Daily Returns

Daily percentage return beside MSTZ.

Daily Out/Under-Performance

Portfolio return minus MSTZ return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × MSTZ 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 1mo: compounded portfolio wealth divided by compounded MSTZ 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…

1mo analysis · Full analysis span regression · Available span rolling