-47.1%
MSTR vs AR
+11.6%
-58.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.5% | +1.2% |
| 7D | -14.2% | +2.1% | -16.2% | -13.9% |
| 30D | -19.9% | +4.5% | -24.4% | -19.7% |
| 3M | +27.3% | +1.0% | +26.3% | +27.9% |
| 6M | -37.6% | +4.4% | -42.0% | -37.1% |
| YTD | -19.5% | +10.9% | -30.4% | -23.2% |
| 1Y | -47.1% | +8.6% | -55.7% | -49.1% |
| All | -47.1% | +11.6% | -58.7% | -49.1% |
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