+50.7%
MSTR vs ETN
+128.3%
-77.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | -0.4% |
| 7D | -14.2% | +2.4% | -16.6% | -16.1% |
| 30D | -19.9% | -15.2% | -4.6% | -9.2% |
| 3M | +27.3% | -21.2% | +48.6% | +52.8% |
| 6M | -37.6% | -13.5% | -24.1% | -33.8% |
| YTD | -19.5% | +14.5% | -34.0% | -36.3% |
| 1Y | -47.1% | -0.9% | -46.3% | -52.0% |
| 3Y | +140.3% | +68.6% | +71.7% | +19.6% |
| All | +50.7% | +128.3% | -77.6% | -59.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling