+719.8%
MU vs MSTU
-92.8%
+812.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.2% | +9.3% | +6.5% |
| 7D | +9.0% | +21.3% | -12.4% | +5.8% |
| 30D | +13.8% | +90.8% | -77.0% | +2.8% |
| 3M | +2.1% | -6.8% | +8.8% | +0.5% |
| 6M | +153.8% | -39.8% | +193.6% | +160.0% |
| YTD | +256.4% | -55.7% | +312.1% | +266.0% |
| 1Y | +719.8% | -92.7% | +812.4% | +1,190.4% |
| All | +719.8% | -92.8% | +812.5% | +1,190.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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