+287.2%
MSTR vs ETN
+82.3%
+204.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.2% | -1.6% |
| 7D | +7.7% | +6.2% | +1.5% | +3.0% |
| 30D | +36.3% | -6.7% | +43.0% | +42.8% |
| 3M | +13.4% | +3.6% | +9.8% | +6.4% |
| 6M | -4.5% | +18.3% | -22.8% | -21.2% |
| YTD | -12.7% | +31.5% | -44.1% | -34.6% |
| 1Y | -59.6% | +20.6% | -80.2% | -67.4% |
| All | +287.2% | +82.3% | +204.9% | +141.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ETN.
Daily Out/Under-Performance
Portfolio return minus ETN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETN 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 3y: compounded portfolio wealth divided by compounded ETN 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…
3y analysis · Full analysis span regression · 6 months rolling