-47.1%
MSTR vs ED
+24.8%
-72.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.1% | +1.0% |
| 7D | -14.2% | -0.9% | -13.2% | -14.8% |
| 30D | -19.9% | +11.2% | -31.0% | -10.4% |
| 3M | +27.3% | +11.8% | +15.5% | +43.2% |
| 6M | -37.6% | +14.1% | -51.6% | -27.2% |
| YTD | -19.5% | +23.0% | -42.4% | +2.5% |
| 1Y | -47.1% | +23.7% | -70.8% | -31.5% |
| All | -47.1% | +24.8% | -72.0% | -31.5% |
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