-59.6%
MSTR vs DOW
+29.4%
-89.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.7% |
| 7D | +7.7% | -6.0% | +13.7% | +8.4% |
| 30D | +36.3% | -2.7% | +39.1% | +36.5% |
| 3M | +13.4% | -10.5% | +23.9% | +15.4% |
| 6M | -4.5% | -12.4% | +7.9% | -7.5% |
| YTD | -12.7% | +30.0% | -42.7% | -29.7% |
| 1Y | -59.6% | +27.8% | -87.4% | -65.7% |
| All | -59.6% | +29.4% | -89.0% | -65.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling