-8.6%
TEL vs MSTU
-88.0%
+79.4%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +10.3% | -10.1% | -0.4% |
| 7D | -0.5% | -4.8% | +4.4% | -0.3% |
| 30D | +0.6% | -29.6% | +30.1% | +2.0% |
| 3M | +2.0% | +69.4% | -67.4% | -2.7% |
| 6M | +8.1% | -62.2% | +70.4% | +11.1% |
| YTD | -2.2% | -61.1% | +58.9% | -4.5% |
| 1Y | -8.6% | -87.2% | +78.6% | -1.3% |
| All | -8.6% | -88.0% | +79.4% | -1.3% |
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