+2,538.2%
MUU vs MSTU
-93.4%
+2,631.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -8.6% | +5.6% | -1.0% |
| 7D | +13.9% | +16.1% | -2.2% | +8.1% |
| 30D | +24.8% | +68.7% | -43.9% | +5.1% |
| 3M | -15.7% | -11.0% | -4.8% | -19.3% |
| 6M | +338.9% | -33.4% | +372.3% | +347.4% |
| YTD | +563.2% | -59.5% | +622.7% | +593.8% |
| 1Y | +2,577.5% | -93.4% | +2,670.9% | +4,234.4% |
| All | +2,538.2% | -93.4% | +2,631.7% | +3,587.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling