-49.1%
MSTR vs DRI
+36.6%
-85.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.5% | -6.0% | -6.5% |
| 7D | -11.5% | -0.3% | -11.2% | -11.5% |
| 30D | -24.8% | +10.8% | -35.7% | -24.5% |
| 3M | +20.6% | +0.9% | +19.7% | +19.5% |
| 6M | -38.0% | +16.3% | -54.3% | -37.8% |
| YTD | -24.7% | +27.8% | -52.5% | -23.3% |
| 1Y | -49.1% | +33.9% | -82.9% | -48.1% |
| All | -49.1% | +36.6% | -85.7% | -48.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling