-71.4%
SOUN vs MSTU
-88.0%
+16.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +10.3% | -5.5% | +2.8% |
| 7D | -2.7% | -4.8% | +2.1% | -2.1% |
| 30D | -26.5% | -29.6% | +3.0% | -22.4% |
| 3M | -33.6% | +69.4% | -103.0% | -44.7% |
| 6M | -54.4% | -62.2% | +7.9% | -48.9% |
| YTD | -56.7% | -61.1% | +4.4% | -57.4% |
| 1Y | -71.4% | -87.2% | +15.7% | -63.8% |
| All | -71.4% | -88.0% | +16.5% | -63.8% |
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