+49.9%
MSTR vs DAR
-41.1%
+91.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.2% |
| 7D | -1.2% | -9.9% | +8.7% | +3.7% |
| 30D | -15.9% | -16.4% | +0.4% | -9.0% |
| 3M | +33.1% | -17.1% | +50.2% | +41.6% |
| 6M | -31.0% | -20.5% | -10.5% | -25.5% |
| YTD | -15.1% | +39.4% | -54.6% | -34.1% |
| 1Y | -45.6% | +57.2% | -102.9% | -60.9% |
| 3Y | +180.5% | +13.9% | +166.6% | +125.8% |
| All | +49.9% | -41.1% | +91.0% | +70.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling