+49.9%
MSTR vs ASX
+431.2%
-381.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.4% | -6.7% | -4.7% |
| 7D | -1.2% | -19.9% | +18.7% | +13.0% |
| 30D | -15.9% | -30.9% | +14.9% | +5.5% |
| 3M | +33.1% | -15.1% | +48.2% | +42.8% |
| 6M | -31.0% | -6.5% | -24.5% | -37.8% |
| YTD | -15.1% | +98.4% | -113.6% | -61.6% |
| 1Y | -45.6% | +107.9% | -153.5% | -76.4% |
| 3Y | +180.5% | +325.3% | -144.8% | -47.7% |
| All | +49.9% | +431.2% | -381.3% | -78.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling