-49.3%
MSTR vs ALL
+32.6%
-81.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.9% | -6.5% | -1.4% |
| 7D | -10.7% | -0.1% | -10.6% | -10.8% |
| 30D | -21.6% | +13.8% | -35.4% | -12.4% |
| 3M | +24.4% | -2.8% | +27.2% | +21.7% |
| 6M | -35.5% | +23.7% | -59.1% | -17.2% |
| YTD | -20.3% | +27.3% | -47.6% | +9.0% |
| 1Y | -49.3% | +30.5% | -79.9% | -29.4% |
| All | -49.3% | +32.6% | -81.9% | -29.4% |
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