+2,620.0%
MUU vs MSTU
-92.8%
+2,712.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -3.2% | +14.8% | +12.4% |
| 7D | +17.4% | +21.3% | -4.0% | +10.2% |
| 30D | +24.0% | +90.8% | -66.9% | +1.3% |
| 3M | -23.9% | -6.8% | -17.1% | -27.0% |
| 6M | +284.4% | -39.8% | +324.2% | +301.1% |
| YTD | +583.7% | -55.7% | +639.4% | +600.5% |
| 1Y | +2,981.5% | -92.7% | +3,074.1% | +4,777.2% |
| All | +2,620.0% | -92.8% | +2,712.8% | +3,623.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling