+554.5%
MSTR vs ASX
+849.3%
-294.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +8.6% | -11.2% | -7.2% |
| 7D | -4.0% | -12.3% | +8.3% | +1.4% |
| 30D | -18.6% | -26.0% | +7.4% | -6.3% |
| 3M | +25.6% | -8.1% | +33.7% | +27.7% |
| 6M | -33.1% | +1.4% | -34.4% | -39.4% |
| YTD | -17.3% | +115.6% | -132.9% | -53.2% |
| 1Y | -48.1% | +128.0% | -176.1% | -71.6% |
| 3Y | +154.2% | +371.4% | -217.2% | -13.2% |
| 5Y | +46.2% | +469.4% | -423.2% | -54.2% |
| 10Y | +554.5% | +842.6% | -288.1% | +73.3% |
| All | +554.5% | +849.3% | -294.8% | +73.3% |
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