+39.5%
OPEN vs MSTU
-86.5%
+126.0%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -8.6% | +6.1% | -1.8% |
| 7D | +1.0% | +16.1% | -15.2% | -0.8% |
| 30D | -11.9% | +68.7% | -80.6% | -17.0% |
| 3M | -28.8% | -11.0% | -17.8% | -30.2% |
| 6M | -38.6% | -33.4% | -5.2% | -39.5% |
| YTD | -47.3% | -59.5% | +12.2% | -47.5% |
| 1Y | -49.2% | -93.4% | +44.2% | -43.0% |
| All | +39.5% | -86.5% | +126.0% | +18.2% |
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