-49.3%
MSTR vs ED
+25.7%
-75.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.8% | -4.4% | -2.9% |
| 7D | -10.7% | +2.1% | -12.8% | -8.9% |
| 30D | -21.6% | +12.4% | -34.0% | -11.2% |
| 3M | +24.4% | +13.1% | +11.3% | +41.6% |
| 6M | -35.5% | +14.1% | -49.5% | -24.7% |
| YTD | -20.3% | +23.1% | -43.4% | +1.9% |
| 1Y | -49.3% | +25.4% | -74.8% | -33.6% |
| All | -49.3% | +25.7% | -75.0% | -33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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