+40.9%
MSTR vs EIX
+17.2%
+23.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.1% | -6.6% | -6.5% |
| 7D | -11.5% | -1.5% | -10.1% | -11.0% |
| 30D | -24.8% | +8.1% | -32.9% | -27.0% |
| 3M | +20.6% | -12.1% | +32.8% | +23.7% |
| 6M | -38.0% | -13.4% | -24.5% | -36.6% |
| YTD | -24.7% | +5.6% | -30.3% | -31.6% |
| 1Y | -49.1% | +7.8% | -56.9% | -54.4% |
| 3Y | +124.7% | +9.8% | +114.9% | +83.1% |
| 5Y | +40.9% | +18.8% | +22.1% | +7.3% |
| All | +40.9% | +17.2% | +23.7% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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