-59.4%
MSTR vs ETR
+26.4%
-85.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.5% | -2.5% |
| 7D | +7.7% | +0.4% | +7.3% | +7.7% |
| 30D | +36.3% | +2.0% | +34.3% | +35.6% |
| 3M | +13.4% | -1.7% | +15.1% | +13.1% |
| 6M | -4.5% | +3.6% | -8.1% | -8.2% |
| YTD | -12.7% | +18.0% | -30.7% | -23.0% |
| All | -59.4% | +26.4% | -85.7% | -65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 1y: compounded portfolio wealth divided by compounded ETR 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…
1y analysis · Full analysis span regression · 6 months rolling