-56.4%
MSTR vs GD
+13.1%
-69.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -0.4% |
| 7D | +12.2% | -5.3% | +17.4% | +15.3% |
| 30D | +45.2% | -6.4% | +51.6% | +49.5% |
| 3M | +10.4% | +5.7% | +4.7% | +4.2% |
| 6M | -2.5% | -0.9% | -1.5% | +1.6% |
| YTD | -6.0% | +8.2% | -14.2% | -10.9% |
| 1Y | -56.4% | +13.4% | -69.8% | -57.3% |
| All | -56.4% | +13.1% | -69.5% | -57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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