-47.4%
MSTR vs EFX
-8.6%
-38.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -2.5% |
| 7D | -4.0% | -2.2% | -1.8% | -3.6% |
| 30D | -18.6% | +29.2% | -47.8% | -23.3% |
| 3M | +25.6% | +3.5% | +22.1% | +23.6% |
| 6M | -33.1% | +7.8% | -40.8% | -34.5% |
| YTD | -17.3% | -12.4% | -4.9% | -16.0% |
| All | -47.4% | -8.6% | -38.8% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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