-58.6%
MSTR vs EAT
+39.9%
-98.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.4% | -1.0% | -4.1% |
| 7D | +9.3% | -4.9% | +14.2% | +9.9% |
| 30D | +36.5% | -1.2% | +37.7% | +36.4% |
| 3M | +7.3% | +52.2% | -44.9% | +1.3% |
| 6M | +2.2% | +65.0% | -62.8% | -4.0% |
| YTD | -10.2% | +55.0% | -65.2% | -14.3% |
| 1Y | -58.6% | +42.1% | -100.7% | -59.7% |
| All | -58.6% | +39.9% | -98.5% | -59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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