-92.7%
MSTU vs WU
-8.3%
-84.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -2.8% |
| 7D | +21.3% | -0.8% | +22.2% | +21.6% |
| 30D | +90.8% | -1.1% | +91.9% | +91.0% |
| 3M | -6.8% | -3.9% | -2.9% | -7.2% |
| 6M | -39.8% | -20.7% | -19.2% | -34.2% |
| YTD | -55.7% | -18.4% | -37.3% | -52.0% |
| 1Y | -92.7% | -8.1% | -84.6% | -92.1% |
| All | -92.7% | -8.3% | -84.4% | -92.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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