-49.3%
MSTR vs ASX
+133.5%
-182.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +3.3% | -6.9% | -4.7% |
| 7D | -10.7% | -9.1% | -1.6% | -8.4% |
| 30D | -21.6% | -23.6% | +2.0% | -14.8% |
| 3M | +24.4% | -5.6% | +30.0% | +26.3% |
| 6M | -35.5% | +4.7% | -40.2% | -40.4% |
| YTD | -20.3% | +122.6% | -142.9% | -52.8% |
| 1Y | -49.3% | +133.0% | -182.3% | -71.8% |
| All | -49.3% | +133.5% | -182.8% | -71.8% |
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