-94.0%
MSTU vs WU
-11.2%
-82.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.7% | -6.1% | -6.5% |
| 7D | -22.0% | -5.0% | -17.1% | -20.4% |
| 30D | +60.3% | -2.3% | +62.6% | +61.2% |
| 3M | -3.7% | -3.2% | -0.5% | -5.0% |
| 6M | -45.2% | -25.0% | -20.1% | -39.0% |
| YTD | -64.3% | -21.7% | -42.7% | -60.8% |
| 1Y | -94.0% | -9.0% | -85.1% | -94.0% |
| All | -94.0% | -11.2% | -82.9% | -94.0% |
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