+5.6%
XYZ vs MSTU
-93.3%
+99.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -8.6% | +5.4% | -2.3% |
| 7D | +2.9% | +16.1% | -13.3% | +0.6% |
| 30D | +1.4% | +68.7% | -67.3% | -5.9% |
| 3M | +14.6% | -11.0% | +25.5% | +12.5% |
| 6M | +20.8% | -33.4% | +54.1% | +20.4% |
| YTD | +23.1% | -59.5% | +82.6% | +24.4% |
| 1Y | +5.6% | -93.4% | +99.0% | +34.6% |
| All | +5.6% | -93.3% | +99.0% | +34.6% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling