+1,185.2%
MSTR vs EMB
+127.1%
+1,058.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -2.9% |
| 7D | -10.7% | +0.5% | -11.2% | -11.2% |
| 30D | -21.6% | +0.9% | -22.4% | -22.2% |
| 3M | +24.4% | -2.1% | +26.5% | +28.0% |
| 6M | -35.5% | -2.2% | -33.3% | -33.3% |
| YTD | -20.3% | -0.6% | -19.7% | -18.7% |
| 1Y | -49.3% | +0.2% | -49.5% | -48.8% |
| 3Y | +137.8% | +29.5% | +108.2% | +87.6% |
| 5Y | +48.3% | +8.0% | +40.3% | +38.5% |
| 10Y | +526.8% | +35.3% | +491.4% | +422.9% |
| All | +1,185.2% | +127.1% | +1,058.1% | +853.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling