+85.6%
MSTR vs COIN
-53.0%
+138.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.1% | -1.3% | -2.0% |
| 7D | +9.3% | +1.2% | +8.1% | +8.9% |
| 30D | +36.5% | +16.5% | +20.0% | +22.7% |
| 3M | +7.3% | +10.4% | -3.1% | +0.5% |
| 6M | +2.2% | -9.3% | +11.5% | +10.5% |
| YTD | -10.2% | -20.9% | +10.7% | +8.3% |
| 1Y | -58.6% | -40.8% | -17.8% | -38.3% |
| 3Y | +283.2% | +118.0% | +165.2% | +102.0% |
| 5Y | +113.8% | -30.7% | +144.5% | +137.7% |
| All | +85.6% | -53.0% | +138.6% | +95.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling