+1,124.1%
MSTR vs DIS
+301.9%
+822.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.5% | -7.8% | -8.4% |
| 7D | -8.7% | +5.7% | -14.4% | -11.6% |
| 30D | -21.4% | +12.7% | -34.1% | -26.8% |
| 3M | +31.4% | +15.2% | +16.2% | +19.9% |
| 6M | -30.8% | +17.6% | -48.4% | -38.0% |
| YTD | -14.9% | +3.8% | -18.7% | -17.5% |
| 1Y | -49.3% | +6.8% | -56.1% | -51.8% |
| 3Y | +184.8% | +42.1% | +142.7% | +129.6% |
| 5Y | +62.1% | -31.2% | +93.3% | +109.9% |
| 10Y | +580.0% | +37.6% | +542.3% | +475.8% |
| All | +1,124.1% | +301.9% | +822.3% | +395.4% |
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