+120.4%
MSTR vs ASX
+429.3%
-308.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | +12.2% | -0.7% | +12.9% | +12.7% |
| 30D | +45.2% | +2.0% | +43.2% | +43.0% |
| 3M | +10.4% | -1.3% | +11.7% | +4.6% |
| 6M | -2.5% | +71.4% | -73.9% | -43.5% |
| YTD | -6.0% | +135.3% | -141.3% | -59.8% |
| 1Y | -56.4% | +267.5% | -323.9% | -87.9% |
| 3Y | +306.3% | +388.5% | -82.2% | -23.5% |
| All | +120.4% | +429.3% | -308.9% | -66.3% |
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 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