-47.1%
MSTR vs ARWR
+25.1%
-72.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.3% | +0.9% |
| 7D | -14.2% | -19.9% | +5.8% | -9.1% |
| 30D | -19.9% | -18.7% | -1.1% | -15.5% |
| 3M | +27.3% | -44.7% | +72.0% | +46.9% |
| 6M | -37.6% | -36.5% | -1.1% | -30.6% |
| YTD | -19.5% | -25.7% | +6.2% | -14.3% |
| 1Y | -47.1% | +18.9% | -66.1% | -50.7% |
| All | -47.1% | +25.1% | -72.2% | -50.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling