-56.4%
MSTR vs DT
+4.0%
-60.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -0.6% |
| 7D | +12.2% | -3.3% | +15.5% | +14.2% |
| 30D | +45.2% | +2.0% | +43.1% | +44.2% |
| 3M | +10.4% | +20.0% | -9.6% | +1.0% |
| 6M | -2.5% | +39.3% | -41.8% | -19.8% |
| YTD | -6.0% | +19.8% | -25.8% | -13.8% |
| 1Y | -56.4% | +4.3% | -60.7% | -55.0% |
| All | -56.4% | +4.0% | -60.4% | -55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DT.
Daily Out/Under-Performance
Portfolio return minus DT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DT 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 DT 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