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  • MSTR vs DOCN✓SelectedUSD · DOCNMSTR vs DOCN performance historyLatest closeAs of-1.39%09/04
Stock and ETF performance explorer

MSTR vs DOCN

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+308.9%
DOCN return
+324.7%
Excess return
-15.9%
Maximum drawdown
-82.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioDOCNExcessAlpha
1D-1.4%+2.8%-4.2%-2.3%
7D+12.2%+1.1%+11.0%+11.9%
30D+45.2%-9.6%+54.8%+49.1%
3M+10.4%-37.7%+48.1%+26.0%
6M-2.5%+115.2%-117.7%-32.8%
YTD-6.0%+133.7%-139.7%-38.3%
1Y-56.4%+250.2%-306.6%-76.1%
All+308.9%+324.7%-15.9%+112.6%

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 3y: 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…

3y analysis · Full analysis span regression · 6 months rolling