-42.3%
MSTR vs ET
+24.7%
-67.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -3.5% | +8.6% | +4.0% |
| 7D | -1.8% | -6.0% | +4.2% | -3.5% |
| 30D | -13.3% | -6.1% | -7.2% | -14.8% |
| 3M | +46.0% | -2.7% | +48.6% | +43.0% |
| 6M | -22.4% | +0.2% | -22.7% | -23.8% |
| YTD | -6.2% | +24.3% | -30.5% | -21.1% |
| 1Y | -42.3% | +26.4% | -68.7% | -52.2% |
| All | -42.3% | +24.7% | -67.0% | -52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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