+120.4%
MSTR vs ED
+67.1%
+53.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -1.5% |
| 7D | +12.2% | -0.2% | +12.4% | +12.1% |
| 30D | +45.2% | -0.1% | +45.3% | +45.2% |
| 3M | +10.4% | +3.9% | +6.5% | +10.8% |
| 6M | -2.5% | -3.0% | +0.5% | -2.5% |
| YTD | -6.0% | +10.7% | -16.7% | -5.7% |
| 1Y | -56.4% | +13.3% | -69.8% | -56.3% |
| 3Y | +306.3% | +34.5% | +271.8% | +277.4% |
| All | +120.4% | +67.1% | +53.3% | +129.0% |
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