-45.5%
MSTR vs DOW
+52.3%
-97.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.4% | -2.3% | +1.4% |
| 7D | -14.2% | -0.5% | -13.7% | -14.2% |
| 30D | -19.9% | +15.7% | -35.6% | -18.9% |
| 3M | +27.3% | +5.3% | +22.0% | +28.3% |
| 6M | -37.6% | -14.2% | -23.3% | -36.0% |
| YTD | -19.5% | +43.9% | -63.4% | -31.5% |
| All | -45.5% | +52.3% | -97.8% | -53.5% |
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