+1,272.2%
MUU vs MSTU
-96.2%
+1,368.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -5.0% | -0.2% | -4.0% |
| 7D | +24.7% | -25.8% | +50.5% | +33.9% |
| 30D | -35.1% | -43.9% | +8.7% | -24.7% |
| 3M | -44.3% | +2.9% | -47.2% | -47.7% |
| 6M | -44.4% | -75.5% | +31.1% | -28.6% |
| YTD | +244.9% | -76.7% | +321.6% | +307.6% |
| 1Y | +365.6% | -88.9% | +454.6% | +553.8% |
| All | +1,272.2% | -96.2% | +1,368.4% | +2,066.6% |
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