-2.7%
SMCI vs MSTU
-92.8%
+90.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.2% | +7.7% | +5.0% |
| 7D | +6.8% | +21.3% | -14.6% | +2.6% |
| 30D | +30.6% | +90.8% | -60.2% | +14.9% |
| 3M | -15.6% | -6.8% | -8.8% | -16.8% |
| 6M | +21.3% | -39.8% | +61.1% | +25.5% |
| YTD | +35.3% | -55.7% | +90.9% | +37.3% |
| 1Y | -2.7% | -92.7% | +89.9% | +40.0% |
| All | -2.7% | -92.8% | +90.0% | +40.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling