+181.3%
MSTR vs AR
+20.9%
+160.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.8% | -6.5% | -8.3% |
| 7D | -8.7% | -11.7% | +3.0% | -5.0% |
| 30D | -21.4% | +1.8% | -23.3% | -22.7% |
| 3M | +31.4% | +6.0% | +25.5% | +26.0% |
| 6M | -30.8% | -7.0% | -23.8% | -30.6% |
| YTD | -14.9% | +5.6% | -20.5% | -21.0% |
| 1Y | -49.3% | +10.8% | -60.1% | -54.3% |
| All | +181.3% | +20.9% | +160.4% | +154.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling