+1,252.0%
MSTR vs ETN
+5,026.6%
-3,774.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.5% | -4.9% | -3.3% |
| 7D | +12.2% | +2.0% | +10.2% | +11.0% |
| 30D | +45.2% | -7.9% | +53.1% | +51.7% |
| 3M | +10.4% | -1.6% | +12.0% | +9.3% |
| 6M | -2.5% | +16.9% | -19.4% | -13.0% |
| YTD | -6.0% | +30.1% | -36.1% | -21.1% |
| 1Y | -56.4% | +19.3% | -75.7% | -61.6% |
| 3Y | +306.3% | +82.5% | +223.8% | +187.2% |
| 5Y | +100.5% | +166.8% | -66.4% | +19.1% |
| 10Y | +741.1% | +649.7% | +91.4% | +177.2% |
| All | +1,252.0% | +5,026.6% | -3,774.6% | +36.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling