+731.6%
MSTR vs EMB
+29.2%
+702.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +12.2% | 0.0% | +12.2% | +12.3% |
| 30D | +45.2% | -0.3% | +45.5% | +46.4% |
| 3M | +10.4% | -0.4% | +10.8% | +12.1% |
| 6M | -2.5% | +0.1% | -2.6% | -1.3% |
| YTD | -6.0% | +1.6% | -7.6% | -7.5% |
| 1Y | -56.4% | +5.6% | -62.0% | -60.1% |
| 3Y | +306.3% | +29.8% | +276.5% | +162.7% |
| 5Y | +100.5% | +7.3% | +93.2% | +71.1% |
| All | +731.6% | +29.2% | +702.4% | +498.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling