+526.8%
MSTR vs ASX
+878.5%
-351.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +3.3% | -6.9% | -5.3% |
| 7D | -10.7% | -9.1% | -1.6% | -7.6% |
| 30D | -21.6% | -23.6% | +2.0% | -11.3% |
| 3M | +24.4% | -5.6% | +30.0% | +24.5% |
| 6M | -35.5% | +4.7% | -40.2% | -42.6% |
| YTD | -20.3% | +122.6% | -142.9% | -55.7% |
| 1Y | -49.3% | +133.0% | -182.3% | -72.6% |
| 3Y | +137.8% | +367.1% | -229.4% | -18.3% |
| 5Y | +48.3% | +504.7% | -456.4% | -54.8% |
| 10Y | +526.8% | +887.2% | -360.4% | +62.4% |
| All | +526.8% | +878.5% | -351.7% | +62.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling