-45.6%
MSTR vs DAR
+54.9%
-100.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.5% |
| 7D | -1.2% | -9.9% | +8.7% | -3.4% |
| 30D | -15.9% | -16.4% | +0.4% | -19.1% |
| 3M | +33.1% | -17.1% | +50.2% | +25.6% |
| 6M | -31.0% | -20.5% | -10.5% | -35.2% |
| YTD | -15.1% | +39.4% | -54.6% | -28.6% |
| 1Y | -45.6% | +57.2% | -102.9% | -56.6% |
| All | -45.6% | +54.9% | -100.6% | -56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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