+1,252.0%
MSTR vs DRI
+4,361.6%
-3,109.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | +12.2% | +0.6% | +11.6% | +11.8% |
| 30D | +45.2% | +3.8% | +41.3% | +42.8% |
| 3M | +10.4% | +13.0% | -2.6% | +4.8% |
| 6M | -2.5% | +8.3% | -10.8% | -6.1% |
| YTD | -6.0% | +20.6% | -26.6% | -13.3% |
| 1Y | -56.4% | +6.5% | -62.9% | -58.2% |
| 3Y | +306.3% | +53.7% | +252.6% | +239.7% |
| 5Y | +100.5% | +72.7% | +27.8% | +67.6% |
| 10Y | +741.1% | +363.2% | +377.9% | +378.6% |
| All | +1,252.0% | +4,361.6% | -3,109.6% | +287.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling