-42.3%
MSTR vs DIS
+8.7%
-51.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.2% | +0.9% | +2.9% |
| 7D | -1.8% | +9.1% | -10.9% | -6.2% |
| 30D | -13.3% | +14.8% | -28.1% | -19.3% |
| 3M | +46.0% | +21.2% | +24.8% | +29.3% |
| 6M | -22.4% | +18.3% | -40.8% | -30.8% |
| YTD | -6.2% | +5.4% | -11.5% | -11.4% |
| 1Y | -42.3% | +8.3% | -50.5% | -46.3% |
| All | -42.3% | +8.7% | -51.0% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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