-93.8%
MSTU vs WEC
-0.3%
-93.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | -16.6% | -0.6% | -16.0% | -16.9% |
| 30D | +69.7% | -2.6% | +72.3% | +65.8% |
| 3M | -7.5% | -6.0% | -1.4% | -11.0% |
| 6M | -43.1% | -5.4% | -37.7% | -45.3% |
| YTD | -63.0% | +2.5% | -65.5% | -63.4% |
| 1Y | -93.8% | -0.7% | -93.1% | -93.3% |
| All | -93.8% | -0.3% | -93.5% | -93.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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