+120.4%
MSTR vs DOCS
-73.4%
+193.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.4% | -0.4% |
| 7D | +12.2% | -1.4% | +13.6% | +12.9% |
| 30D | +45.2% | +21.8% | +23.3% | +32.3% |
| 3M | +10.4% | +27.3% | -16.9% | -1.5% |
| 6M | -2.5% | -0.3% | -2.1% | -6.8% |
| YTD | -6.0% | -40.5% | +34.5% | +8.3% |
| 1Y | -56.4% | -61.5% | +5.1% | -40.0% |
| 3Y | +306.3% | +8.2% | +298.1% | +204.4% |
| All | +120.4% | -73.4% | +193.8% | +137.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling