-42.3%
MSTR vs GE
+8.3%
-50.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.7% | +2.4% | +4.1% |
| 7D | -1.8% | +9.4% | -11.2% | -4.7% |
| 30D | -13.3% | +7.5% | -20.9% | -15.4% |
| 3M | +46.0% | -12.5% | +58.5% | +52.2% |
| 6M | -22.4% | +17.8% | -40.2% | -31.5% |
| YTD | -6.2% | +7.4% | -13.6% | -13.1% |
| 1Y | -42.3% | +8.9% | -51.2% | -45.9% |
| All | -42.3% | +8.3% | -50.6% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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