-23.4%
MSTZ vs TRU
-16.5%
-6.9%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -2.8% | +11.0% | +6.3% |
| 7D | -25.4% | -7.2% | -18.2% | -27.9% |
| 30D | -60.9% | -2.8% | -58.1% | -60.7% |
| 3M | -54.2% | +13.0% | -67.2% | -49.5% |
| 6M | -65.0% | +0.7% | -65.7% | -63.8% |
| YTD | -76.5% | -9.0% | -67.5% | -73.8% |
| 1Y | -23.4% | -16.3% | -7.1% | -13.8% |
| All | -23.4% | -16.5% | -6.9% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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