-56.4%
MSTR vs A
+21.7%
-78.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.5% |
| 7D | +12.2% | -1.9% | +14.1% | +12.6% |
| 30D | +45.2% | +6.9% | +38.3% | +44.4% |
| 3M | +10.4% | +9.2% | +1.1% | +10.0% |
| 6M | -2.5% | +25.7% | -28.2% | -6.8% |
| YTD | -6.0% | +11.5% | -17.6% | -6.3% |
| 1Y | -56.4% | +18.4% | -74.8% | -58.7% |
| All | -56.4% | +21.7% | -78.1% | -58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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