+1,058.3%
MSTR vs ETN
+4,413.6%
-3,355.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | 0.0% |
| 7D | -14.2% | +2.4% | -16.6% | -15.4% |
| 30D | -19.9% | -15.2% | -4.6% | -12.7% |
| 3M | +27.3% | -21.2% | +48.6% | +44.1% |
| 6M | -37.6% | -13.5% | -24.1% | -34.4% |
| YTD | -19.5% | +14.5% | -34.0% | -28.0% |
| 1Y | -47.1% | -0.9% | -46.3% | -48.9% |
| 3Y | +140.3% | +68.6% | +71.7% | +76.9% |
| 5Y | +49.5% | +129.0% | -79.5% | -4.5% |
| 10Y | +521.9% | +556.1% | -34.3% | +120.2% |
| All | +1,058.3% | +4,413.6% | -3,355.3% | +24.9% |
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