+54.4%
INTC vs MSTR
-49.7%
+104.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.6% | +8.1% | +6.1% |
| 7D | -1.0% | -4.0% | +3.0% | 0.0% |
| 30D | -43.3% | -18.6% | -24.7% | -40.3% |
| 3M | -41.6% | +25.6% | -67.2% | -44.3% |
| 6M | -52.5% | -33.1% | -19.4% | -48.8% |
| YTD | +60.9% | -17.3% | +78.2% | +60.1% |
| All | +54.4% | -49.7% | +104.1% | +77.6% |
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