+283.2%
MSTR vs CHD
+4.0%
+279.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.0% | -2.4% | -5.0% |
| 7D | +9.3% | -2.9% | +12.2% | +8.4% |
| 30D | +36.5% | -6.2% | +42.7% | +34.1% |
| 3M | +7.3% | +1.6% | +5.8% | +8.2% |
| 6M | +2.2% | -3.5% | +5.8% | +2.0% |
| YTD | -10.2% | +16.2% | -26.4% | -6.1% |
| 1Y | -58.6% | +3.4% | -62.0% | -58.4% |
| 3Y | +283.2% | +4.6% | +278.6% | +258.6% |
| All | +283.2% | +4.0% | +279.2% | +258.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 3y: compounded portfolio wealth divided by compounded CHD 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…
3y analysis · Full analysis span regression · 6 months rolling