-47.1%
MSTR vs DIA
+12.2%
-59.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.5% | -0.2% |
| 7D | -14.2% | -1.6% | -12.5% | -10.3% |
| 30D | -19.9% | +1.3% | -21.1% | -22.0% |
| 3M | +27.3% | -2.1% | +29.4% | +35.9% |
| 6M | -37.6% | +6.2% | -43.8% | -45.6% |
| YTD | -19.5% | +10.3% | -29.8% | -32.5% |
| 1Y | -47.1% | +11.0% | -58.1% | -55.8% |
| All | -47.1% | +12.2% | -59.3% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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