+3.4%
NU vs MSTU
-92.8%
+96.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.2% | -1.8% |
| 7D | +7.5% | +21.3% | -13.8% | +5.9% |
| 30D | +6.1% | +90.8% | -84.7% | +1.3% |
| 3M | +26.8% | -6.8% | +33.6% | +25.1% |
| 6M | +2.5% | -39.8% | +42.3% | +2.6% |
| YTD | -8.2% | -55.7% | +47.5% | -9.3% |
| 1Y | +3.4% | -92.7% | +96.0% | +11.3% |
| All | +3.4% | -92.8% | +96.1% | +11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling