-56.4%
MSTR vs ALL
+28.3%
-84.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | 0.0% | -2.5% |
| 7D | +12.2% | 0.0% | +12.1% | +12.0% |
| 30D | +45.2% | -1.5% | +46.7% | +44.1% |
| 3M | +10.4% | +23.6% | -13.2% | +35.2% |
| 6M | -2.5% | +22.3% | -24.8% | +17.9% |
| YTD | -6.0% | +26.5% | -32.5% | +21.1% |
| 1Y | -56.4% | +27.0% | -83.4% | -42.1% |
| All | -56.4% | +28.3% | -84.7% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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