+108.8%
MSTR vs DHI
+56.7%
+52.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.4% | -0.7% | -1.6% |
| 7D | -11.2% | -6.1% | -5.1% | -7.5% |
| 30D | +33.8% | -10.1% | +43.9% | +43.2% |
| 3M | +11.5% | -7.3% | +18.8% | +15.0% |
| 6M | -7.2% | -6.1% | -1.0% | -6.1% |
| YTD | -15.4% | -5.0% | -10.4% | -17.5% |
| 1Y | -60.6% | -22.1% | -38.5% | -55.9% |
| 3Y | +260.8% | +19.2% | +241.6% | +147.7% |
| 5Y | +108.8% | +59.4% | +49.4% | +1.1% |
| All | +108.8% | +56.7% | +52.2% | +1.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling