+98.4%
RCL vs MSTU
-92.2%
+190.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +0.7% |
| 7D | -1.2% | -25.8% | +24.6% | +0.5% |
| 30D | +17.8% | -43.9% | +61.7% | +21.2% |
| 3M | +4.9% | +2.9% | +2.1% | +2.3% |
| 6M | +23.7% | -75.5% | +99.2% | +30.6% |
| YTD | +17.8% | -76.7% | +94.5% | +19.8% |
| 1Y | +28.9% | -88.9% | +117.9% | +38.6% |
| All | +98.4% | -92.2% | +190.6% | +108.7% |
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