+386.0%
WDC vs MSTU
-94.2%
+480.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -6.8% | +2.4% | -3.7% |
| 7D | +4.4% | -22.0% | +26.4% | +6.9% |
| 30D | +5.3% | +60.3% | -55.0% | -2.8% |
| 3M | -5.9% | -3.7% | -2.2% | -9.0% |
| 6M | +73.2% | -45.2% | +118.4% | +75.0% |
| YTD | +167.8% | -64.3% | +232.2% | +165.5% |
| 1Y | +386.0% | -94.0% | +480.0% | +575.3% |
| All | +386.0% | -94.2% | +480.2% | +575.3% |
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