+57.4%
INTC vs MSTR
-44.1%
+101.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.1% | -8.9% | -5.0% |
| 7D | -39.0% | -1.8% | -37.2% | -38.4% |
| 30D | -49.8% | -13.3% | -36.5% | -48.2% |
| 3M | -42.2% | +46.0% | -88.2% | -47.0% |
| 6M | -39.2% | -22.4% | -16.7% | -36.5% |
| YTD | +57.9% | -6.2% | +64.1% | +52.8% |
| 1Y | +57.4% | -42.3% | +99.6% | +85.3% |
| All | +57.4% | -44.1% | +101.5% | +85.3% |
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