+828.7%
STX vs MSTU
-86.5%
+915.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -8.6% | +15.1% | +7.0% |
| 7D | +10.7% | +16.1% | -5.4% | +9.3% |
| 30D | +11.3% | +68.7% | -57.4% | +6.5% |
| 3M | +3.2% | -11.0% | +14.2% | +1.7% |
| 6M | +157.0% | -33.4% | +190.3% | +155.5% |
| YTD | +229.2% | -59.5% | +288.7% | +227.9% |
| 1Y | +381.8% | -93.4% | +475.2% | +421.5% |
| All | +828.7% | -86.5% | +915.2% | +825.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling