+49.9%
MSTR vs ED
+80.7%
-30.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.6% |
| 7D | -1.2% | +1.6% | -2.9% | -1.0% |
| 30D | -15.9% | +13.3% | -29.2% | -14.4% |
| 3M | +33.1% | +9.7% | +23.4% | +35.1% |
| 6M | -31.0% | +12.8% | -43.8% | -29.7% |
| YTD | -15.1% | +22.3% | -37.5% | -13.6% |
| 1Y | -45.6% | +26.3% | -71.9% | -44.7% |
| 3Y | +180.5% | +45.0% | +135.5% | +164.9% |
| All | +49.9% | +80.7% | -30.8% | +67.6% |
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 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