+121.1%
MSTR vs ARWR
+79.8%
+41.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.8% | -2.9% |
| 7D | -13.4% | -17.8% | +4.4% | -8.2% |
| 30D | -22.1% | -18.1% | -3.9% | -17.0% |
| 3M | +15.0% | -44.2% | +59.1% | +37.5% |
| 6M | -37.3% | -38.6% | +1.3% | -27.8% |
| YTD | -26.5% | -28.0% | +1.5% | -20.7% |
| 1Y | -46.5% | +16.1% | -62.6% | -51.5% |
| 3Y | +121.1% | +84.0% | +37.1% | +51.2% |
| All | +121.1% | +79.8% | +41.3% | +51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling