-56.4%
MSTR vs COIN
-38.9%
-17.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.2% | +2.8% | +2.3% |
| 7D | +12.2% | +3.4% | +8.8% | +9.4% |
| 30D | +45.2% | +23.2% | +22.0% | +22.0% |
| 3M | +10.4% | +12.5% | -2.1% | 0.0% |
| 6M | -2.5% | -11.6% | +9.1% | +7.6% |
| YTD | -6.0% | -18.4% | +12.3% | +8.4% |
| 1Y | -56.4% | -39.8% | -16.6% | -36.1% |
| All | -56.4% | -38.9% | -17.6% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COIN.
Daily Out/Under-Performance
Portfolio return minus COIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COIN 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 COIN 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