+49.9%
MSTR vs EMR
+80.8%
-30.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.1% |
| 7D | -1.2% | -1.6% | +0.4% | +0.7% |
| 30D | -15.9% | +2.0% | -17.9% | -17.0% |
| 3M | +33.1% | +3.8% | +29.3% | +29.0% |
| 6M | -31.0% | +10.5% | -41.5% | -38.1% |
| YTD | -15.1% | +23.7% | -38.9% | -33.3% |
| 1Y | -45.6% | +25.4% | -71.1% | -58.2% |
| 3Y | +180.5% | +86.6% | +93.9% | +37.4% |
| All | +49.9% | +80.8% | -30.8% | -32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling