+62.1%
MSTR vs DIS
-30.3%
+92.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.5% | -7.8% | -7.6% |
| 7D | -8.7% | +5.7% | -14.4% | -14.1% |
| 30D | -21.4% | +12.7% | -34.1% | -31.4% |
| 3M | +31.4% | +15.2% | +16.2% | +9.9% |
| 6M | -30.8% | +17.6% | -48.4% | -44.5% |
| YTD | -14.9% | +3.8% | -18.7% | -20.9% |
| 1Y | -49.3% | +6.8% | -56.1% | -54.9% |
| 3Y | +184.8% | +42.1% | +142.7% | +58.7% |
| 5Y | +62.1% | -31.2% | +93.3% | +108.5% |
| All | +62.1% | -30.3% | +92.4% | +108.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling