-30.8%
MSTR vs ASX
-9.2%
-21.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -20.8% | +11.5% | -2.8% |
| 7D | -8.7% | -33.3% | +24.6% | +3.0% |
| 30D | -21.4% | -36.5% | +15.0% | -10.4% |
| 3M | +31.4% | -19.2% | +50.6% | +41.6% |
| 6M | -30.8% | -10.2% | -20.6% | -29.8% |
| All | -30.8% | -9.2% | -21.6% | -29.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling