+1,252.0%
MSTR vs ARWR
+165.7%
+1,086.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | +12.2% | +1.7% | +10.5% | +12.1% |
| 30D | +45.2% | -0.7% | +45.8% | +45.2% |
| 3M | +10.4% | +14.9% | -4.5% | +10.1% |
| 6M | -2.5% | +32.6% | -35.1% | -2.9% |
| YTD | -6.0% | +30.0% | -36.1% | -6.4% |
| 1Y | -56.4% | +208.4% | -264.8% | -57.1% |
| 3Y | +306.3% | +208.8% | +97.5% | +298.3% |
| 5Y | +100.5% | +27.8% | +72.7% | +98.2% |
| 10Y | +741.1% | +1,107.6% | -366.5% | +718.4% |
| All | +1,252.0% | +165.7% | +1,086.3% | +1,266.1% |
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 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