-93.4%
MSTU vs USFD
+32.2%
-125.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -0.9% | -7.7% | -8.1% |
| 7D | +16.1% | -3.3% | +19.5% | +18.4% |
| 30D | +68.7% | -5.3% | +74.0% | +74.1% |
| 3M | -11.0% | +18.8% | -29.8% | -20.6% |
| 6M | -33.4% | +14.3% | -47.7% | -38.4% |
| YTD | -59.5% | +36.9% | -96.4% | -69.3% |
| 1Y | -93.4% | +31.7% | -125.1% | -95.2% |
| All | -93.4% | +32.2% | -125.5% | -95.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded USFD 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling