-88.0%
MSTU vs UDR
-17.8%
-70.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.6% | +3.6% |
| 7D | -16.6% | -3.5% | -13.1% | -14.4% |
| 30D | +69.7% | -5.3% | +75.0% | +75.9% |
| 3M | -7.5% | -9.5% | +2.1% | -1.6% |
| 6M | -43.1% | -0.7% | -42.5% | -45.6% |
| YTD | -63.0% | -1.2% | -61.9% | -64.3% |
| 1Y | -93.8% | -5.7% | -88.0% | -93.7% |
| All | -88.0% | -17.8% | -70.2% | -87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UDR.
Daily Out/Under-Performance
Portfolio return minus UDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UDR 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded UDR 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling