+3.6%
GOOG vs MSTR
-44.1%
+47.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.1% | -1.8% | +2.8% |
| 7D | -10.7% | -1.8% | -8.9% | -10.6% |
| 30D | -16.4% | -13.3% | -3.1% | -15.5% |
| 3M | -23.4% | +46.0% | -69.4% | -26.4% |
| 6M | -24.2% | -22.4% | -1.8% | -24.2% |
| YTD | -8.3% | -6.2% | -2.1% | -8.1% |
| 1Y | +3.6% | -42.3% | +45.9% | +7.7% |
| All | +3.6% | -44.1% | +47.7% | +7.7% |
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