+62.1%
MSTR vs AR
+75.2%
-13.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.8% | -6.5% | -8.3% |
| 7D | -8.7% | -11.7% | +3.0% | -4.8% |
| 30D | -21.4% | +1.8% | -23.3% | -22.6% |
| 3M | +31.4% | +6.0% | +25.5% | +26.2% |
| 6M | -30.8% | -7.0% | -23.8% | -30.8% |
| YTD | -14.9% | +5.6% | -20.5% | -20.2% |
| 1Y | -49.3% | +10.8% | -60.1% | -53.6% |
| 3Y | +184.8% | +19.3% | +165.5% | +147.2% |
| 5Y | +62.1% | +73.3% | -11.2% | +25.9% |
| All | +62.1% | +75.2% | -13.0% | +25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling