+40.4%
MSTR vs DIA
+57.3%
-16.9%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.6% | -2.8% |
| 7D | -13.4% | +2.1% | -15.6% | -18.4% |
| 30D | -22.1% | +1.5% | -23.6% | -24.8% |
| 3M | +15.0% | -2.4% | +17.4% | +24.0% |
| 6M | -37.3% | +6.0% | -43.3% | -45.5% |
| YTD | -26.5% | +10.1% | -36.6% | -41.0% |
| 1Y | -46.5% | +11.8% | -58.3% | -59.0% |
| 3Y | +121.1% | +59.7% | +61.4% | -35.4% |
| All | +40.4% | +57.3% | -16.9% | -54.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling