+40.9%
MSTR vs DAR
-29.6%
+70.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +2.2% | -8.7% | -7.5% |
| 7D | -11.5% | +9.2% | -20.7% | -15.3% |
| 30D | -24.8% | -12.3% | -12.6% | -20.5% |
| 3M | +20.6% | -12.7% | +33.4% | +25.6% |
| 6M | -38.0% | -12.8% | -25.2% | -36.1% |
| YTD | -24.7% | +53.8% | -78.5% | -44.3% |
| 1Y | -49.1% | +60.3% | -109.3% | -63.3% |
| 3Y | +124.7% | +31.7% | +92.9% | +66.6% |
| 5Y | +40.9% | -27.7% | +68.7% | +48.0% |
| All | +40.9% | -29.6% | +70.6% | +48.0% |
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