-56.4%
MSTR vs EMR
+19.4%
-75.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -2.5% |
| 7D | +12.2% | -1.5% | +13.7% | +13.2% |
| 30D | +45.2% | -5.6% | +50.8% | +50.1% |
| 3M | +10.4% | +7.9% | +2.4% | +4.1% |
| 6M | -2.5% | +6.0% | -8.5% | -7.1% |
| YTD | -6.0% | +16.4% | -22.5% | -13.4% |
| 1Y | -56.4% | +16.6% | -73.0% | -59.7% |
| All | -56.4% | +19.4% | -75.9% | -59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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