-30.8%
MSTR vs GD
+2.4%
-33.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.3% | -7.0% | -9.7% |
| 7D | -8.7% | -3.9% | -4.8% | -9.5% |
| 30D | -21.4% | +8.1% | -29.5% | -20.8% |
| 3M | +31.4% | -6.8% | +38.2% | +30.2% |
| 6M | -30.8% | +3.0% | -33.8% | -34.2% |
| All | -30.8% | +2.4% | -33.3% | -34.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling