-56.4%
MSTR vs DIS
-8.8%
-47.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -0.3% |
| 7D | +12.2% | -2.6% | +14.7% | +13.9% |
| 30D | +45.2% | +3.5% | +41.7% | +40.9% |
| 3M | +10.4% | +6.8% | +3.6% | +4.8% |
| 6M | -2.5% | +3.0% | -5.5% | -5.4% |
| YTD | -6.0% | -6.7% | +0.7% | -4.7% |
| 1Y | -56.4% | -10.1% | -46.3% | -56.4% |
| All | -56.4% | -8.8% | -47.7% | -56.4% |
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