+120.4%
MSTR vs DIS
-40.0%
+160.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | +0.6% |
| 7D | +12.2% | -2.6% | +14.7% | +15.4% |
| 30D | +45.2% | +3.5% | +41.7% | +38.2% |
| 3M | +10.4% | +6.8% | +3.6% | +0.8% |
| 6M | -2.5% | +3.0% | -5.5% | -7.9% |
| YTD | -6.0% | -6.7% | +0.7% | -0.6% |
| 1Y | -56.4% | -10.1% | -46.3% | -52.3% |
| 3Y | +306.3% | +33.0% | +273.2% | +142.2% |
| All | +120.4% | -40.0% | +160.4% | +299.8% |
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