-56.4%
MSTR vs DOCN
+254.3%
-310.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.8% | -4.2% | -2.0% |
| 7D | +12.2% | +1.1% | +11.0% | +11.9% |
| 30D | +45.2% | -9.6% | +54.8% | +47.9% |
| 3M | +10.4% | -37.7% | +48.1% | +21.1% |
| 6M | -2.5% | +115.2% | -117.7% | -27.3% |
| YTD | -6.0% | +133.7% | -139.7% | -32.9% |
| 1Y | -56.4% | +250.2% | -306.6% | -74.0% |
| All | -56.4% | +254.3% | -310.8% | -74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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