-59.6%
MSTR vs ELV
+30.5%
-90.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.5% | -2.5% |
| 7D | +7.7% | -2.2% | +9.9% | +8.4% |
| 30D | +36.3% | -0.2% | +36.5% | +36.5% |
| 3M | +13.4% | -6.1% | +19.5% | +14.3% |
| 6M | -4.5% | +42.8% | -47.3% | -13.6% |
| YTD | -12.7% | +14.4% | -27.1% | -18.3% |
| 1Y | -59.6% | +28.6% | -88.2% | -63.2% |
| All | -59.6% | +30.5% | -90.1% | -63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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