Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • UAL vs MSTU✓SelectedUSD · MSTUUAL vs MSTU performance historyLatest closeAs of-1.03%09/09
Stock and ETF performance explorer

UAL vs MSTU

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+102.3%
MSTU return
-87.2%
Excess return
+189.5%
Maximum drawdown
-49.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioMSTUExcessAlpha
1D-1.0%-5.4%+4.4%-0.5%
7D-1.1%+12.9%-14.0%-3.0%
30D-13.4%+68.3%-81.8%-19.9%
3M-2.3%+0.4%-2.7%-5.9%
6M+13.3%-41.5%+54.8%+13.1%
YTD-4.2%-61.7%+57.5%-3.8%
1Y+1.4%-93.7%+95.1%+26.2%
All+102.3%-87.2%+189.5%+111.4%

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