+511.3%
INTC vs MSTR
+1,469.9%
-958.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.6% | +8.1% | +5.9% |
| 7D | -1.0% | -4.0% | +3.0% | -0.4% |
| 30D | -43.3% | -18.6% | -24.7% | -41.4% |
| 3M | -41.6% | +25.6% | -67.2% | -43.7% |
| 6M | -52.5% | -33.1% | -19.4% | -50.3% |
| YTD | +60.9% | -17.3% | +78.2% | +60.9% |
| 1Y | +55.7% | -48.1% | +103.8% | +65.7% |
| 3Y | +59.2% | +154.2% | -95.0% | +21.1% |
| 5Y | +25.0% | +46.2% | -21.2% | -7.0% |
| 10Y | +109.3% | +554.5% | -445.2% | +14.4% |
| All | +511.3% | +1,469.9% | -958.6% | +94.4% |
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