+1,252.0%
MSTR vs EIX
+363.1%
+888.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.5% |
| 7D | +12.2% | -19.1% | +31.3% | +15.2% |
| 30D | +45.2% | -16.9% | +62.1% | +48.3% |
| 3M | +10.4% | -20.0% | +30.4% | +13.3% |
| 6M | -2.5% | -21.3% | +18.8% | +0.3% |
| YTD | -6.0% | -1.7% | -4.3% | -7.1% |
| 1Y | -56.4% | +9.6% | -66.0% | -57.8% |
| 3Y | +306.3% | -3.7% | +310.0% | +298.9% |
| 5Y | +100.5% | +22.6% | +77.9% | +91.3% |
| 10Y | +741.1% | +17.7% | +723.4% | +687.9% |
| All | +1,252.0% | +363.1% | +888.8% | +1,089.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling