-47.4%
MSTR vs ASX
+126.1%
-173.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +8.6% | -11.2% | -5.5% |
| 7D | -4.0% | -12.3% | +8.3% | -0.2% |
| 30D | -18.6% | -26.0% | +7.4% | -10.6% |
| 3M | +25.6% | -8.1% | +33.7% | +28.7% |
| 6M | -33.1% | +1.4% | -34.4% | -37.5% |
| YTD | -17.3% | +115.6% | -132.9% | -50.5% |
| All | -47.4% | +126.1% | -173.5% | -70.4% |
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 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