Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • TEAM vs MSTU✓SelectedUSD · MSTUTEAM vs MSTU performance historyLatest closeAs of-2.62%09/04
Stock and ETF performance explorer

TEAM vs MSTU

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+18.6%
MSTU return
-85.2%
Excess return
+103.8%
Maximum drawdown
-82.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioMSTUExcessAlpha
1D-2.6%-3.2%+0.5%-2.3%
7D-0.4%+21.3%-21.8%-2.7%
30D+67.3%+90.8%-23.5%+55.8%
3M+86.8%-6.8%+93.5%+82.1%
6M+146.8%-39.8%+186.6%+146.2%
YTD+16.9%-55.7%+72.6%+16.8%
1Y+12.8%-92.7%+105.5%+29.6%
All+18.6%-85.2%+103.8%+31.8%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling