+773.9%
MSTR vs DOW
-10.2%
+784.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.4% |
| 7D | -1.2% | -9.5% | +8.3% | +2.8% |
| 30D | -15.9% | +13.1% | -29.0% | -20.6% |
| 3M | +33.1% | +4.8% | +28.3% | +28.4% |
| 6M | -31.0% | -16.7% | -14.3% | -27.0% |
| YTD | -15.1% | +38.9% | -54.0% | -32.1% |
| 1Y | -45.6% | +48.3% | -93.9% | -58.1% |
| 3Y | +180.5% | -24.4% | +204.9% | +192.0% |
| 5Y | +61.7% | -29.2% | +90.9% | +77.4% |
| All | +773.9% | -10.2% | +784.1% | +703.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling