-45.6%
MSTR vs AR
+8.4%
-54.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.4% |
| 7D | -1.2% | -14.3% | +13.0% | -2.5% |
| 30D | -15.9% | +1.4% | -17.4% | -16.2% |
| 3M | +33.1% | +3.4% | +29.7% | +32.3% |
| 6M | -31.0% | -2.1% | -28.9% | -30.7% |
| YTD | -15.1% | +4.7% | -19.9% | -19.3% |
| 1Y | -45.6% | +10.6% | -56.2% | -50.5% |
| All | -45.6% | +8.4% | -54.0% | -50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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