+895.3%
WDC vs MSTU
-87.2%
+982.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.4% | +6.5% | +1.5% |
| 7D | +7.5% | +12.9% | -5.4% | +5.8% |
| 30D | +10.1% | +68.3% | -58.3% | +3.3% |
| 3M | -6.8% | +0.4% | -7.2% | -9.6% |
| 6M | +84.1% | -41.5% | +125.7% | +83.9% |
| YTD | +180.3% | -61.7% | +242.0% | +179.9% |
| 1Y | +411.1% | -93.7% | +504.7% | +477.6% |
| All | +895.3% | -87.2% | +982.5% | +872.1% |
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