-60.6%
MSTR vs EQT
+10.3%
-70.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.2% |
| 7D | -11.2% | -1.2% | -10.1% | -11.0% |
| 30D | +33.8% | +1.1% | +32.7% | +33.4% |
| 3M | +11.5% | +4.8% | +6.7% | +9.9% |
| 6M | -7.2% | -10.6% | +3.4% | -2.2% |
| YTD | -15.4% | +3.4% | -18.8% | -15.7% |
| 1Y | -60.6% | +8.7% | -69.3% | -60.1% |
| All | -60.6% | +10.3% | -70.9% | -60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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