-46.5%
MSTR vs DIS
+10.8%
-57.3%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.1% | -2.8% |
| 7D | -13.4% | +1.9% | -15.3% | -14.3% |
| 30D | -22.1% | +9.2% | -31.2% | -25.4% |
| 3M | +15.0% | +13.5% | +1.4% | +6.8% |
| 6M | -37.3% | +14.3% | -51.6% | -42.0% |
| YTD | -26.5% | +5.4% | -31.9% | -31.4% |
| 1Y | -46.5% | +12.2% | -58.6% | -50.3% |
| All | -46.5% | +10.8% | -57.3% | -50.3% |
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