-45.6%
MSTR vs DOCN
+50.9%
-96.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -0.9% |
| 7D | -1.2% | -19.2% | +17.9% | +3.5% |
| 30D | -15.9% | -43.1% | +27.1% | -5.0% |
| 3M | +33.1% | -40.7% | +73.8% | +48.1% |
| 6M | -31.0% | -55.0% | +24.0% | -19.7% |
| YTD | -15.1% | +50.6% | -65.8% | -32.1% |
| 1Y | -45.6% | +54.0% | -99.6% | -57.0% |
| All | -45.6% | +50.9% | -96.6% | -57.0% |
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