-26.8%
UNH vs MSTU
-91.8%
+65.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -12.9% | +13.5% | +0.7% |
| 7D | +2.4% | -23.0% | +25.4% | +2.7% |
| 30D | +7.2% | -47.7% | +54.9% | +8.1% |
| 3M | +0.5% | +12.5% | -12.0% | -0.1% |
| 6M | +3.4% | -76.1% | +79.5% | +5.0% |
| YTD | +25.2% | -75.5% | +100.6% | +25.3% |
| 1Y | +22.7% | -90.1% | +112.7% | +23.9% |
| All | -26.8% | -91.8% | +65.0% | -29.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling