+308.9%
MSTR vs DOCS
+9.5%
+299.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.4% | -0.7% |
| 7D | +12.2% | -1.4% | +13.6% | +12.7% |
| 30D | +45.2% | +21.8% | +23.3% | +37.4% |
| 3M | +10.4% | +27.3% | -16.9% | +3.1% |
| 6M | -2.5% | -0.3% | -2.1% | -4.4% |
| YTD | -6.0% | -40.5% | +34.5% | +4.9% |
| 1Y | -56.4% | -61.5% | +5.1% | -44.4% |
| All | +308.9% | +9.5% | +299.4% | +265.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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