-59.8%
MSTR vs DHI
-21.2%
-38.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | +1.7% |
| 7D | -8.3% | -3.4% | -4.9% | -8.0% |
| 30D | +38.1% | -5.4% | +43.5% | +38.7% |
| 3M | +9.0% | -10.4% | +19.4% | +9.3% |
| 6M | -5.3% | -2.8% | -2.6% | -6.9% |
| YTD | -13.8% | -3.4% | -10.4% | -17.6% |
| 1Y | -59.8% | -22.9% | -36.9% | -51.4% |
| All | -59.8% | -21.2% | -38.7% | -51.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling