+319.1%
DELL vs MSTR
-56.7%
+375.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +1.8% |
| 7D | +14.9% | +12.2% | +2.7% | +11.9% |
| 30D | +13.3% | +45.2% | -31.9% | +3.9% |
| 3M | +24.4% | +10.4% | +14.0% | +21.0% |
| 6M | +258.0% | -2.5% | +260.5% | +256.9% |
| YTD | +320.2% | -6.0% | +326.2% | +312.6% |
| 1Y | +319.1% | -56.4% | +375.5% | +381.5% |
| All | +319.1% | -56.7% | +375.8% | +381.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 MSTR 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