+1,192.5%
MSTR vs EQT
+2,134.8%
-942.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.1% | -4.3% | -4.4% |
| 7D | +9.3% | -0.8% | +10.2% | +9.6% |
| 30D | +36.5% | +6.6% | +29.9% | +33.9% |
| 3M | +7.3% | +4.4% | +3.0% | +5.3% |
| 6M | +2.2% | -10.5% | +12.7% | +4.6% |
| YTD | -10.2% | +3.7% | -13.9% | -11.8% |
| 1Y | -58.6% | +9.9% | -68.5% | -60.1% |
| 3Y | +283.2% | +35.4% | +247.8% | +247.6% |
| 5Y | +113.8% | +189.2% | -75.4% | +59.8% |
| 10Y | +690.7% | +50.7% | +640.1% | +525.6% |
| All | +1,192.5% | +2,134.8% | -942.3% | +392.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling