-56.4%
MSTR vs EEM
+41.0%
-97.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.2% | -3.5% |
| 7D | +12.2% | +2.3% | +9.8% | +9.2% |
| 30D | +45.2% | +4.5% | +40.6% | +38.5% |
| 3M | +10.4% | -0.1% | +10.4% | +9.7% |
| 6M | -2.5% | +16.9% | -19.4% | -22.6% |
| YTD | -6.0% | +26.2% | -32.2% | -36.3% |
| 1Y | -56.4% | +40.5% | -96.9% | -74.5% |
| All | -56.4% | +41.0% | -97.4% | -74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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