-2.5%
MSTR vs EWT
+57.8%
-60.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -2.8% |
| 7D | +12.2% | +4.0% | +8.2% | +8.9% |
| 30D | +45.2% | +10.3% | +34.9% | +35.2% |
| 3M | +10.4% | +6.1% | +4.3% | +4.6% |
| 6M | -2.5% | +56.6% | -59.1% | -39.9% |
| All | -2.5% | +57.8% | -60.2% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 6mo: compounded portfolio wealth divided by compounded EWT 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…
6mo analysis · Full analysis span regression · 6 months rolling