-49.3%
MSTR vs AS
0.0%
-49.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.3% | -7.0% | -8.2% |
| 7D | -8.7% | +7.1% | -15.8% | -11.6% |
| 30D | -21.4% | +12.8% | -34.2% | -25.9% |
| 3M | +31.4% | -14.7% | +46.2% | +41.6% |
| 6M | -30.8% | -9.9% | -20.9% | -28.4% |
| YTD | -14.9% | -16.1% | +1.2% | -9.8% |
| 1Y | -49.3% | +0.2% | -49.5% | -52.1% |
| All | -49.3% | 0.0% | -49.3% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling