+17.7%
INTC vs MSTR
+53.1%
-35.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.3% | +8.0% | +7.8% |
| 7D | -14.4% | -1.2% | -13.2% | -14.2% |
| 30D | -50.2% | -15.9% | -34.3% | -48.7% |
| 3M | -43.6% | +33.1% | -76.7% | -46.2% |
| 6M | -50.2% | -31.0% | -19.2% | -48.0% |
| YTD | +52.5% | -15.1% | +67.7% | +52.1% |
| 1Y | +51.1% | -45.6% | +96.8% | +59.9% |
| 3Y | +50.3% | +180.5% | -130.2% | +10.4% |
| All | +17.7% | +53.1% | -35.4% | -17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling