+17.4%
SBUX vs MSTU
-91.8%
+109.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -12.9% | +10.5% | -1.9% |
| 7D | +1.0% | -23.0% | +24.0% | +1.9% |
| 30D | +16.6% | -47.7% | +64.3% | +18.8% |
| 3M | -0.6% | +12.5% | -13.1% | -2.5% |
| 6M | +1.8% | -76.1% | +77.9% | +5.4% |
| YTD | +29.7% | -75.5% | +105.2% | +31.0% |
| 1Y | +26.1% | -90.1% | +116.1% | +32.2% |
| All | +17.4% | -91.8% | +109.2% | +14.4% |
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