+1,192.5%
MSTR vs DHI
+3,486.9%
-2,294.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.0% | -1.4% | -3.4% |
| 7D | +9.3% | -2.0% | +11.4% | +10.2% |
| 30D | +36.5% | -8.3% | +44.8% | +40.6% |
| 3M | +7.3% | -3.7% | +11.1% | +7.8% |
| 6M | +2.2% | -5.4% | +7.6% | +3.1% |
| YTD | -10.2% | -3.0% | -7.2% | -11.1% |
| 1Y | -58.6% | -23.8% | -34.8% | -55.6% |
| 3Y | +283.2% | +21.8% | +261.4% | +243.6% |
| 5Y | +113.8% | +59.6% | +54.2% | +79.9% |
| 10Y | +690.7% | +391.2% | +299.5% | +340.5% |
| All | +1,192.5% | +3,486.9% | -2,294.4% | +117.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded DHI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling