+1,252.0%
MSTR vs DE
+4,579.2%
-3,327.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.3% |
| 7D | +12.2% | +10.0% | +2.1% | +8.0% |
| 30D | +45.2% | +13.3% | +31.8% | +38.1% |
| 3M | +10.4% | +17.5% | -7.1% | +2.8% |
| 6M | -2.5% | +13.6% | -16.1% | -8.6% |
| YTD | -6.0% | +49.8% | -55.8% | -21.1% |
| 1Y | -56.4% | +47.9% | -104.3% | -63.4% |
| 3Y | +306.3% | +72.5% | +233.8% | +223.8% |
| 5Y | +100.5% | +90.2% | +10.3% | +56.1% |
| 10Y | +741.1% | +865.4% | -124.3% | +278.3% |
| All | +1,252.0% | +4,579.2% | -3,327.3% | +254.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling