+180.5%
MSTR vs ARWR
+105.6%
+74.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.7% |
| 7D | -1.2% | -2.9% | +1.7% | -0.1% |
| 30D | -15.9% | -5.4% | -10.5% | -14.3% |
| 3M | +33.1% | -32.2% | +65.4% | +50.2% |
| 6M | -31.0% | -26.5% | -4.5% | -24.9% |
| YTD | -15.1% | -12.4% | -2.8% | -13.6% |
| 1Y | -45.6% | +46.9% | -92.5% | -54.2% |
| 3Y | +180.5% | +116.0% | +64.5% | +82.1% |
| All | +180.5% | +105.6% | +74.9% | +82.1% |
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