-56.4%
MSTR vs EFA
+23.1%
-79.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.6% |
| 7D | +12.2% | +0.6% | +11.6% | +11.2% |
| 30D | +45.2% | +0.9% | +44.3% | +43.6% |
| 3M | +10.4% | +4.9% | +5.5% | +2.3% |
| 6M | -2.5% | +8.6% | -11.1% | -13.3% |
| YTD | -6.0% | +14.6% | -20.6% | -25.1% |
| 1Y | -56.4% | +22.6% | -79.0% | -68.9% |
| All | -56.4% | +23.1% | -79.6% | -68.9% |
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