+100.8%
RCL vs MSTU
-89.5%
+190.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.4% | +2.8% | +1.5% |
| 7D | +6.5% | -4.3% | +10.8% | +6.7% |
| 30D | +15.9% | -34.6% | +50.5% | +18.2% |
| 3M | +2.7% | +39.0% | -36.4% | -1.7% |
| 6M | +15.2% | -70.5% | +85.7% | +20.4% |
| YTD | +19.2% | -68.6% | +87.9% | +19.3% |
| 1Y | +31.6% | -88.6% | +120.2% | +42.5% |
| All | +100.8% | -89.5% | +190.3% | +107.7% |
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