+49.5%
MSTR vs ASX
+538.6%
-489.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.6% | -5.5% | -3.4% |
| 7D | -14.2% | +0.8% | -15.0% | -16.6% |
| 30D | -19.9% | -20.4% | +0.6% | -9.2% |
| 3M | +27.3% | -2.1% | +29.5% | +23.3% |
| 6M | -37.6% | +8.2% | -45.8% | -49.2% |
| YTD | -19.5% | +137.3% | -156.7% | -68.0% |
| 1Y | -47.1% | +155.0% | -202.1% | -80.3% |
| 3Y | +140.3% | +397.9% | -257.6% | -59.6% |
| 5Y | +49.5% | +529.2% | -479.7% | -81.5% |
| All | +49.5% | +538.6% | -489.0% | -81.5% |
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