+1,052.3%
MU vs MSTU
-86.5%
+1,138.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -8.6% | +7.0% | -0.6% |
| 7D | +7.2% | +16.1% | -9.0% | +4.4% |
| 30D | +14.0% | +68.7% | -54.7% | +4.5% |
| 3M | +5.4% | -11.0% | +16.4% | +2.8% |
| 6M | +170.3% | -33.4% | +203.7% | +169.1% |
| YTD | +250.7% | -59.5% | +310.2% | +254.7% |
| 1Y | +662.1% | -93.4% | +755.5% | +858.9% |
| All | +1,052.3% | -86.5% | +1,138.8% | +1,056.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling