+120.4%
MSTR vs DAL
+106.7%
+13.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.2% | -2.8% |
| 7D | +12.2% | +0.1% | +12.0% | +12.0% |
| 30D | +45.2% | -13.9% | +59.1% | +62.6% |
| 3M | +10.4% | +1.1% | +9.3% | +6.5% |
| 6M | -2.5% | +26.2% | -28.7% | -22.9% |
| YTD | -6.0% | +16.4% | -22.4% | -21.3% |
| 1Y | -56.4% | +33.9% | -90.3% | -68.0% |
| 3Y | +306.3% | +93.4% | +212.9% | +98.1% |
| All | +120.4% | +106.7% | +13.7% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 5y: compounded portfolio wealth divided by compounded DAL 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…
5y analysis · Full analysis span regression · 6 months rolling