+731.6%
MSTR vs ARWR
+1,099.2%
-367.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | +12.2% | +1.7% | +10.5% | +11.7% |
| 30D | +45.2% | -0.7% | +45.8% | +45.4% |
| 3M | +10.4% | +14.9% | -4.5% | +6.1% |
| 6M | -2.5% | +32.6% | -35.1% | -9.4% |
| YTD | -6.0% | +30.0% | -36.1% | -13.0% |
| 1Y | -56.4% | +208.4% | -264.8% | -67.5% |
| 3Y | +306.3% | +208.8% | +97.5% | +181.5% |
| 5Y | +100.5% | +27.8% | +72.7% | +60.9% |
| All | +731.6% | +1,099.2% | -367.5% | +440.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling