+11.2%
TEAM vs MSTU
-87.2%
+98.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.4% | +6.2% | +1.3% |
| 7D | -4.7% | +12.9% | -17.6% | -6.1% |
| 30D | +17.0% | +68.3% | -51.3% | +10.2% |
| 3M | +85.9% | +0.4% | +85.5% | +80.8% |
| 6M | +116.7% | -41.5% | +158.2% | +117.6% |
| YTD | +9.6% | -61.7% | +71.3% | +11.0% |
| 1Y | -2.5% | -93.7% | +91.1% | +13.6% |
| All | +11.2% | -87.2% | +98.4% | +25.4% |
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