+1,124.1%
MSTR vs ARWR
+76.8%
+1,047.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.8% | -2.5% | -9.2% |
| 7D | -8.7% | -5.0% | -3.7% | -8.6% |
| 30D | -21.4% | -6.6% | -14.8% | -21.3% |
| 3M | +31.4% | -33.9% | +65.3% | +32.2% |
| 6M | -30.8% | -23.3% | -7.5% | -30.6% |
| YTD | -14.9% | -13.5% | -1.5% | -14.8% |
| 1Y | -49.3% | +42.5% | -91.8% | -49.6% |
| 3Y | +184.8% | +104.1% | +80.7% | +181.0% |
| 5Y | +62.1% | -28.8% | +91.0% | +61.4% |
| 10Y | +580.0% | +911.6% | -331.7% | +565.1% |
| All | +1,124.1% | +76.8% | +1,047.3% | +1,144.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling