+424.0%
MSTR vs ASX
+3,515.0%
-3,091.0%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | +12.2% | -0.7% | +12.9% | +12.4% |
| 30D | +45.2% | +2.0% | +43.2% | +44.2% |
| 3M | +10.4% | -1.3% | +11.7% | +8.7% |
| 6M | -2.5% | +71.4% | -73.9% | -22.6% |
| YTD | -6.0% | +135.3% | -141.3% | -34.4% |
| 1Y | -56.4% | +267.5% | -323.9% | -74.4% |
| 3Y | +306.3% | +388.5% | -82.2% | +115.8% |
| 5Y | +100.5% | +417.1% | -316.6% | +7.7% |
| 10Y | +741.1% | +872.7% | -131.7% | +256.0% |
| All | +424.0% | +3,515.0% | -3,091.0% | -3.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling