-31.0%
MSTR vs DIA
+3.8%
-34.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.8% |
| 7D | -1.2% | -0.9% | -0.3% | +1.4% |
| 30D | -15.9% | +0.3% | -16.2% | -15.9% |
| 3M | +33.1% | -4.5% | +37.6% | +51.5% |
| 6M | -31.0% | +3.4% | -34.3% | -36.0% |
| All | -31.0% | +3.8% | -34.8% | -36.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling