-56.4%
MSTR vs D
+15.7%
-72.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -1.6% |
| 7D | +12.2% | +0.4% | +11.7% | +12.3% |
| 30D | +45.2% | -3.6% | +48.7% | +44.1% |
| 3M | +10.4% | -1.0% | +11.4% | +9.7% |
| 6M | -2.5% | +6.3% | -8.8% | -1.9% |
| YTD | -6.0% | +14.7% | -20.7% | -5.3% |
| 1Y | -56.4% | +16.9% | -73.3% | -55.2% |
| All | -56.4% | +15.7% | -72.1% | -55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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