+867.9%
MSTR vs DOW
-15.8%
+883.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.0% | +1.6% | -0.1% |
| 7D | +12.2% | -2.4% | +14.6% | +13.0% |
| 30D | +45.2% | +0.4% | +44.8% | +44.0% |
| 3M | +10.4% | -14.4% | +24.8% | +16.8% |
| 6M | -2.5% | -7.0% | +4.5% | -4.3% |
| YTD | -6.0% | +30.2% | -36.2% | -22.0% |
| 1Y | -56.4% | +29.2% | -85.6% | -63.9% |
| 3Y | +306.3% | -36.7% | +343.0% | +362.6% |
| 5Y | +100.5% | -37.7% | +138.2% | +132.6% |
| All | +867.9% | -15.8% | +883.7% | +823.3% |
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