+11.6%
SBUX vs MSTU
-86.5%
+98.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -8.6% | +6.3% | -2.1% |
| 7D | -3.9% | +16.1% | -20.0% | -4.6% |
| 30D | -2.8% | +68.7% | -71.5% | -5.3% |
| 3M | +8.2% | -11.0% | +19.2% | +7.4% |
| 6M | +4.3% | -33.4% | +37.6% | +3.7% |
| YTD | +23.3% | -59.5% | +82.8% | +23.3% |
| 1Y | +24.3% | -93.4% | +117.6% | +34.1% |
| All | +11.6% | -86.5% | +98.1% | +7.7% |
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