+11,408.7%
GOOG vs MSTR
+3,480.9%
+7,927.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.6% | +3.2% | +0.2% |
| 7D | +2.4% | -10.7% | +13.1% | +4.2% |
| 30D | -18.1% | -21.6% | +3.5% | -15.2% |
| 3M | -19.9% | +24.4% | -44.3% | -23.7% |
| 6M | -28.2% | -35.5% | +7.3% | -24.9% |
| YTD | -9.0% | -20.3% | +11.3% | -9.8% |
| 1Y | -1.7% | -49.3% | +47.6% | +4.3% |
| 3Y | +114.5% | +137.8% | -23.2% | +49.3% |
| 5Y | +96.2% | +48.3% | +47.8% | +30.7% |
| 10Y | +654.4% | +526.8% | +127.6% | +200.1% |
| All | +11,408.7% | +3,480.9% | +7,927.8% | +2,583.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling