-42.3%
MSTR vs EFA
+16.9%
-59.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.6% | +2.5% | +0.3% |
| 7D | -1.8% | +2.0% | -3.8% | -5.3% |
| 30D | -13.3% | +1.6% | -14.9% | -15.5% |
| 3M | +46.0% | -1.5% | +47.5% | +51.3% |
| 6M | -22.4% | +6.6% | -29.1% | -29.3% |
| YTD | -6.2% | +11.8% | -18.0% | -18.0% |
| 1Y | -42.3% | +16.9% | -59.2% | -51.3% |
| All | -42.3% | +16.9% | -59.2% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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