+1,252.0%
MSTR vs EAT
+3,643.2%
-2,391.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.6% |
| 7D | +12.2% | 0.0% | +12.2% | +12.0% |
| 30D | +45.2% | +1.9% | +43.3% | +43.8% |
| 3M | +10.4% | +68.7% | -58.3% | -5.8% |
| 6M | -2.5% | +66.9% | -69.4% | -17.3% |
| YTD | -6.0% | +60.4% | -66.4% | -19.7% |
| 1Y | -56.4% | +44.0% | -100.4% | -62.1% |
| 3Y | +306.3% | +604.7% | -298.4% | +123.5% |
| 5Y | +100.5% | +347.0% | -246.5% | +23.7% |
| 10Y | +741.1% | +390.8% | +350.3% | +334.0% |
| All | +1,252.0% | +3,643.2% | -2,391.3% | +319.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling