+521.9%
MSTR vs EMB
+36.3%
+485.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +0.9% |
| 7D | -14.2% | -0.4% | -13.8% | -13.4% |
| 30D | -19.9% | +1.5% | -21.4% | -22.1% |
| 3M | +27.3% | -1.6% | +28.9% | +32.3% |
| 6M | -37.6% | -1.5% | -36.1% | -34.8% |
| YTD | -19.5% | -0.1% | -19.4% | -17.8% |
| 1Y | -47.1% | +0.5% | -47.6% | -46.6% |
| 3Y | +140.3% | +30.2% | +110.1% | +53.5% |
| 5Y | +49.5% | +8.6% | +40.9% | +28.0% |
| 10Y | +521.9% | +36.9% | +485.0% | +323.6% |
| All | +521.9% | +36.3% | +485.6% | +323.6% |
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