+2,396.1%
MUU vs MSTU
-94.0%
+2,490.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.6% | -4.7% | -2.0% |
| 7D | -8.2% | -16.6% | +8.4% | -4.3% |
| 30D | +10.2% | +69.7% | -59.5% | -7.4% |
| 3M | -26.5% | -7.5% | -19.0% | -30.4% |
| 6M | +227.2% | -43.1% | +270.3% | +245.7% |
| YTD | +527.4% | -63.0% | +590.5% | +570.5% |
| 1Y | +1,843.7% | -93.8% | +1,937.5% | +3,095.3% |
| All | +2,396.1% | -94.0% | +2,490.1% | +3,463.9% |
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