+2,981.5%
MUU vs MSTU
-92.8%
+3,074.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -3.2% | +14.8% | +12.3% |
| 7D | +17.4% | +21.3% | -4.0% | +10.4% |
| 30D | +24.0% | +90.8% | -66.9% | +0.8% |
| 3M | -23.9% | -6.8% | -17.1% | -25.3% |
| 6M | +284.4% | -39.8% | +324.2% | +314.3% |
| YTD | +583.7% | -55.7% | +639.4% | +634.2% |
| 1Y | +2,981.5% | -92.7% | +3,074.1% | +7,790.3% |
| All | +2,981.5% | -92.8% | +3,074.2% | +7,790.3% |
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