+12.3%
TEAM vs MSTU
-88.1%
+100.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.8% | +7.8% | +1.7% |
| 7D | -7.8% | -22.0% | +14.3% | -5.6% |
| 30D | +16.5% | +60.3% | -43.8% | +10.2% |
| 3M | +96.2% | -3.7% | +99.9% | +91.5% |
| 6M | +130.2% | -45.2% | +175.4% | +132.6% |
| YTD | +10.7% | -64.3% | +75.1% | +12.9% |
| 1Y | +3.0% | -94.0% | +97.0% | +20.7% |
| All | +12.3% | -88.1% | +100.4% | +27.5% |
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