+695.0%
MU vs MSTU
-89.5%
+784.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.4% | +6.5% | +5.3% |
| 7D | -22.0% | -4.3% | -17.7% | -21.5% |
| 30D | -36.6% | -34.6% | -2.0% | -33.5% |
| 3M | -21.7% | +39.0% | -60.8% | -27.7% |
| 6M | +3.5% | -70.5% | +74.1% | +13.3% |
| YTD | +141.9% | -68.6% | +210.6% | +148.6% |
| 1Y | +189.8% | -88.6% | +278.5% | +236.7% |
| All | +695.0% | -89.5% | +784.5% | +710.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling