+1,252.0%
MSTR vs DIS
+261.0%
+990.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -0.4% |
| 7D | +12.2% | -2.6% | +14.7% | +13.9% |
| 30D | +45.2% | +3.5% | +41.7% | +41.6% |
| 3M | +10.4% | +6.8% | +3.6% | +5.6% |
| 6M | -2.5% | +3.0% | -5.5% | -4.8% |
| YTD | -6.0% | -6.7% | +0.7% | -2.6% |
| 1Y | -56.4% | -10.1% | -46.3% | -53.9% |
| 3Y | +306.3% | +33.0% | +273.2% | +241.8% |
| 5Y | +100.5% | -40.0% | +140.5% | +181.9% |
| 10Y | +741.1% | +21.1% | +720.0% | +670.0% |
| All | +1,252.0% | +261.0% | +990.9% | +485.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling