+40.9%
MSTR vs ED
+82.8%
-41.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.1% | -6.6% | -6.5% |
| 7D | -11.5% | -1.7% | -9.8% | -11.7% |
| 30D | -24.8% | +10.7% | -35.5% | -23.7% |
| 3M | +20.6% | +11.6% | +9.0% | +22.7% |
| 6M | -38.0% | +13.5% | -51.5% | -36.8% |
| YTD | -24.7% | +23.1% | -47.8% | -23.3% |
| 1Y | -49.1% | +23.1% | -72.1% | -48.1% |
| 3Y | +124.7% | +47.9% | +76.8% | +111.2% |
| 5Y | +40.9% | +83.9% | -42.9% | +58.0% |
| All | +40.9% | +82.8% | -41.8% | +58.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling