+751.2%
MSTR vs DOW
-11.5%
+762.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.4% | -1.2% | -2.0% |
| 7D | -4.0% | -9.4% | +5.5% | -0.1% |
| 30D | -18.6% | +8.9% | -27.6% | -21.9% |
| 3M | +25.6% | +6.7% | +18.8% | +20.2% |
| 6M | -33.1% | -14.2% | -18.9% | -30.1% |
| YTD | -17.3% | +36.9% | -54.3% | -33.5% |
| 1Y | -48.1% | +45.8% | -93.8% | -59.7% |
| 3Y | +154.2% | -23.9% | +178.1% | +163.8% |
| 5Y | +46.2% | -30.8% | +77.0% | +61.8% |
| All | +751.2% | -11.5% | +762.7% | +686.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 10y: compounded portfolio wealth divided by compounded DOW 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…
10y analysis · Full analysis span regression · 6 months rolling