-47.4%
MSTR vs ADVB
-74.4%
+26.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.5% | -6.1% | -2.6% |
| 7D | -4.0% | -1.2% | -2.7% | -3.9% |
| 30D | -18.6% | -61.4% | +42.8% | -18.7% |
| 3M | +25.6% | -67.8% | +93.4% | +24.6% |
| 6M | -33.1% | -66.9% | +33.8% | -37.2% |
| YTD | -17.3% | -64.9% | +47.5% | -24.4% |
| All | -47.4% | -74.4% | +26.9% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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