-42.3%
MSTR vs C
+27.1%
-69.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +3.9% |
| 7D | -1.8% | +1.1% | -2.9% | -2.4% |
| 30D | -13.3% | -2.4% | -10.9% | -12.0% |
| 3M | +46.0% | -8.4% | +54.3% | +53.9% |
| 6M | -22.4% | +0.3% | -22.8% | -25.0% |
| YTD | -6.2% | +9.1% | -15.3% | -15.5% |
| 1Y | -42.3% | +26.0% | -68.3% | -55.4% |
| All | -42.3% | +27.1% | -69.4% | -55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 1y: compounded portfolio wealth divided by compounded C 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…
1y analysis · Full analysis span regression · 6 months rolling