+1,199.3%
MSTR vs ET
+1,312.4%
-113.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.8% | -5.4% | -4.1% |
| 7D | -10.7% | -1.9% | -8.9% | -10.3% |
| 30D | -21.6% | -3.1% | -18.5% | -21.0% |
| 3M | +24.4% | -3.9% | +28.3% | +25.3% |
| 6M | -35.5% | +4.0% | -39.5% | -36.6% |
| YTD | -20.3% | +26.4% | -46.7% | -25.9% |
| 1Y | -49.3% | +24.9% | -74.2% | -52.7% |
| 3Y | +137.8% | +85.2% | +52.6% | +102.2% |
| 5Y | +48.3% | +218.3% | -170.0% | +13.7% |
| 10Y | +526.8% | +172.0% | +354.8% | +359.8% |
| All | +1,199.3% | +1,312.4% | -113.1% | +299.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling