+275.2%
MSTR vs COIN
+110.1%
+165.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.4% | -1.7% | -2.0% |
| 7D | -11.2% | -10.6% | -0.6% | -2.6% |
| 30D | +33.8% | +16.0% | +17.8% | +19.8% |
| 3M | +11.5% | +11.9% | -0.4% | +2.4% |
| 6M | -7.2% | -12.3% | +5.2% | +3.3% |
| YTD | -15.4% | -23.8% | +8.4% | +5.6% |
| 1Y | -60.6% | -45.4% | -15.3% | -36.4% |
| All | +275.2% | +110.1% | +165.1% | +89.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling