-44.1%
NOW vs MSTU
-90.8%
+46.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -7.3% | +4.2% | -2.4% |
| 7D | -8.7% | -21.7% | +13.0% | -6.8% |
| 30D | -29.3% | -42.8% | +13.5% | -26.0% |
| 3M | -21.8% | +21.4% | -43.3% | -24.8% |
| 6M | +9.2% | -74.1% | +83.3% | +16.8% |
| YTD | -35.0% | -72.4% | +37.4% | -33.1% |
| 1Y | -42.5% | -90.1% | +47.6% | -36.3% |
| All | -44.1% | -90.8% | +46.7% | -41.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling