+27.8%
INTC vs MSTR
+36.1%
-8.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -2.1% |
| 7D | +6.0% | -13.4% | +19.4% | +8.4% |
| 30D | -39.2% | -22.1% | -17.1% | -36.6% |
| 3M | -42.9% | +15.0% | -57.9% | -44.3% |
| 6M | -50.4% | -37.3% | -13.1% | -47.5% |
| YTD | +61.7% | -26.5% | +88.2% | +64.8% |
| 1Y | +66.1% | -46.5% | +112.6% | +76.5% |
| 3Y | +58.1% | +121.1% | -62.9% | +20.7% |
| All | +27.8% | +36.1% | -8.3% | -8.0% |
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