+1,130.4%
MSTR vs DAL
+329.9%
+800.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.2% | -1.9% |
| 7D | +12.2% | +0.1% | +12.0% | +12.1% |
| 30D | +45.2% | -13.9% | +59.1% | +51.3% |
| 3M | +10.4% | +1.1% | +9.3% | +9.3% |
| 6M | -2.5% | +26.2% | -28.7% | -9.6% |
| YTD | -6.0% | +16.4% | -22.4% | -11.0% |
| 1Y | -56.4% | +33.9% | -90.3% | -60.3% |
| 3Y | +306.3% | +93.4% | +212.9% | +236.3% |
| 5Y | +100.5% | +106.4% | -5.9% | +67.5% |
| 10Y | +741.1% | +143.0% | +598.1% | +552.4% |
| All | +1,130.4% | +329.9% | +800.5% | +679.2% |
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