+374.5%
MSTR vs ASX
+2,764.3%
-2,389.8%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -20.8% | +11.5% | -1.6% |
| 7D | -8.7% | -33.3% | +24.6% | +5.4% |
| 30D | -21.4% | -36.5% | +15.0% | -7.9% |
| 3M | +31.4% | -19.2% | +50.6% | +40.6% |
| 6M | -30.8% | -10.2% | -20.6% | -31.0% |
| YTD | -14.9% | +86.5% | -101.4% | -36.0% |
| 1Y | -49.3% | +89.6% | -138.9% | -62.0% |
| 3Y | +184.8% | +298.6% | -113.8% | +61.2% |
| 5Y | +62.1% | +414.3% | -352.1% | -12.2% |
| 10Y | +580.0% | +711.1% | -131.1% | +205.7% |
| All | +374.5% | +2,764.3% | -2,389.8% | -6.0% |
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