+61.5%
TRV vs MSTU
-87.7%
+149.2%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.6% | -1.5% | +2.1% |
| 7D | +1.9% | -16.6% | +18.5% | +2.0% |
| 30D | +1.7% | +69.7% | -68.0% | +1.5% |
| 3M | +23.9% | -7.5% | +31.4% | +23.8% |
| 6M | +26.3% | -43.1% | +69.4% | +26.3% |
| YTD | +30.8% | -63.0% | +93.8% | +31.0% |
| 1Y | +36.3% | -93.8% | +130.1% | +39.0% |
| All | +61.5% | -87.7% | +149.2% | +63.5% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling