+113.8%
MSTR vs DE
+95.7%
+18.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.8% | -2.6% | -3.2% |
| 7D | +9.3% | +0.7% | +8.6% | +8.7% |
| 30D | +36.5% | +9.6% | +26.9% | +27.4% |
| 3M | +7.3% | +19.0% | -11.6% | -6.9% |
| 6M | +2.2% | +16.1% | -13.8% | -11.1% |
| YTD | -10.2% | +47.0% | -57.2% | -36.3% |
| 1Y | -58.6% | +43.1% | -101.8% | -70.4% |
| 3Y | +283.2% | +77.5% | +205.7% | +126.5% |
| 5Y | +113.8% | +96.4% | +17.4% | +18.8% |
| All | +113.8% | +95.7% | +18.1% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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