+120.4%
MSTR vs ARWR
+28.5%
+91.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | +12.2% | +1.7% | +10.5% | +11.3% |
| 30D | +45.2% | -0.7% | +45.8% | +45.5% |
| 3M | +10.4% | +14.9% | -4.5% | +2.4% |
| 6M | -2.5% | +32.6% | -35.1% | -15.6% |
| YTD | -6.0% | +30.0% | -36.1% | -19.3% |
| 1Y | -56.4% | +208.4% | -264.8% | -75.9% |
| 3Y | +306.3% | +208.8% | +97.5% | +81.7% |
| All | +120.4% | +28.5% | +91.9% | +53.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling