-47.4%
MSTR vs ALL
+28.9%
-76.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.9% |
| 7D | -4.0% | -3.9% | -0.1% | -6.9% |
| 30D | -18.6% | +10.6% | -29.2% | -11.1% |
| 3M | +25.6% | -4.6% | +30.1% | +21.2% |
| 6M | -33.1% | +20.2% | -53.2% | -16.0% |
| YTD | -17.3% | +23.7% | -41.0% | +10.6% |
| All | -47.4% | +28.9% | -76.3% | -28.4% |
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