+1,014.1%
MSTR vs DAL
+359.0%
+655.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.3% | -4.9% | -8.0% |
| 7D | -8.7% | +4.6% | -13.3% | -9.8% |
| 30D | -21.4% | +2.3% | -23.7% | -21.8% |
| 3M | +31.4% | -8.1% | +39.5% | +34.8% |
| 6M | -30.8% | +21.4% | -52.2% | -35.0% |
| YTD | -14.9% | +24.3% | -39.2% | -20.7% |
| 1Y | -49.3% | +47.4% | -96.7% | -55.0% |
| 3Y | +184.8% | +164.6% | +20.2% | +118.1% |
| 5Y | +62.1% | +100.2% | -38.1% | +35.9% |
| 10Y | +580.0% | +124.9% | +455.1% | +431.5% |
| All | +1,014.1% | +359.0% | +655.0% | +594.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling