+145.3%
DELL vs MSTR
-49.7%
+195.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.6% | +8.0% | +6.0% |
| 7D | -11.8% | -4.0% | -7.9% | -10.9% |
| 30D | -40.8% | -18.6% | -22.2% | -38.0% |
| 3M | -23.6% | +25.6% | -49.2% | -27.8% |
| 6M | +33.4% | -33.1% | +66.4% | +44.2% |
| YTD | +178.0% | -17.3% | +195.4% | +178.3% |
| All | +145.3% | -49.7% | +195.0% | +181.4% |
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