+27.0%
UNH vs MSTU
-88.0%
+115.0%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +10.3% | -9.1% | +1.0% |
| 7D | +0.6% | -4.8% | +5.4% | +0.6% |
| 30D | +8.1% | -29.6% | +37.7% | +8.6% |
| 3M | +1.1% | +69.4% | -68.3% | -0.7% |
| 6M | +11.7% | -62.2% | +74.0% | +14.7% |
| YTD | +26.5% | -61.1% | +87.5% | +23.2% |
| 1Y | +27.0% | -87.2% | +114.2% | +29.0% |
| All | +27.0% | -88.0% | +115.0% | +29.0% |
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