-56.4%
MSTR vs ASX
+272.9%
-329.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | +12.2% | -0.7% | +12.9% | +12.4% |
| 30D | +45.2% | +2.0% | +43.2% | +44.5% |
| 3M | +10.4% | -1.3% | +11.7% | +7.9% |
| 6M | -2.5% | +71.4% | -73.9% | -24.6% |
| YTD | -6.0% | +135.3% | -141.3% | -36.2% |
| 1Y | -56.4% | +267.5% | -323.9% | -72.1% |
| All | -56.4% | +272.9% | -329.3% | -72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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