+63.1%
WMB vs MSTU
-92.2%
+155.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.0% | +4.5% | -0.4% |
| 7D | +7.8% | -25.8% | +33.6% | +8.3% |
| 30D | -5.1% | -43.9% | +38.8% | -4.3% |
| 3M | -4.7% | +2.9% | -7.6% | -5.5% |
| 6M | -7.4% | -75.5% | +68.1% | -4.8% |
| YTD | +17.5% | -76.7% | +94.2% | +19.3% |
| 1Y | +19.5% | -88.9% | +108.4% | +24.5% |
| All | +63.1% | -92.2% | +155.3% | +70.4% |
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 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