+521.9%
MSTR vs DRI
+339.9%
+182.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +0.9% | +1.0% |
| 7D | -14.2% | -0.7% | -13.4% | -13.9% |
| 30D | -19.9% | +14.7% | -34.6% | -24.6% |
| 3M | +27.3% | +5.4% | +21.9% | +23.9% |
| 6M | -37.6% | +18.8% | -56.4% | -42.9% |
| YTD | -19.5% | +28.4% | -47.8% | -29.4% |
| 1Y | -47.1% | +37.7% | -84.8% | -55.3% |
| 3Y | +140.3% | +68.0% | +72.3% | +82.2% |
| 5Y | +49.5% | +78.8% | -29.3% | +13.7% |
| 10Y | +521.9% | +334.2% | +187.7% | +253.2% |
| All | +521.9% | +339.9% | +182.0% | +253.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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