-56.4%
MSTR vs DOC
+23.9%
-80.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -0.6% |
| 7D | +12.2% | -1.5% | +13.6% | +12.9% |
| 30D | +45.2% | -4.8% | +49.9% | +48.3% |
| 3M | +10.4% | +6.9% | +3.5% | +7.1% |
| 6M | -2.5% | +20.7% | -23.2% | -10.2% |
| YTD | -6.0% | +34.1% | -40.2% | -20.1% |
| 1Y | -56.4% | +22.6% | -79.1% | -61.1% |
| All | -56.4% | +23.9% | -80.3% | -61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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