-45.6%
MSTR vs EMB
+0.4%
-46.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -1.2% | -0.1% | -1.1% | -0.5% |
| 30D | -15.9% | +1.3% | -17.2% | -19.9% |
| 3M | +33.1% | -2.2% | +35.4% | +47.9% |
| 6M | -31.0% | -2.3% | -28.6% | -22.0% |
| YTD | -15.1% | -0.6% | -14.5% | -7.8% |
| 1Y | -45.6% | +0.5% | -46.1% | -44.5% |
| All | -45.6% | +0.4% | -46.0% | -44.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling