+120.4%
MSTR vs DOC
-24.5%
+144.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -0.2% |
| 7D | +12.2% | -1.5% | +13.6% | +13.2% |
| 30D | +45.2% | -4.8% | +49.9% | +49.9% |
| 3M | +10.4% | +6.9% | +3.5% | +5.2% |
| 6M | -2.5% | +20.7% | -23.2% | -15.5% |
| YTD | -6.0% | +34.1% | -40.2% | -24.3% |
| 1Y | -56.4% | +22.6% | -79.1% | -62.6% |
| 3Y | +306.3% | +20.8% | +285.5% | +241.4% |
| All | +120.4% | -24.5% | +144.9% | +167.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling