-47.4%
MSTR vs GE
+8.8%
-56.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.8% | -6.4% | -4.0% |
| 7D | -4.0% | +6.3% | -10.2% | -5.9% |
| 30D | -18.6% | +8.9% | -27.5% | -21.0% |
| 3M | +25.6% | -9.2% | +34.8% | +28.9% |
| 6M | -33.1% | +13.2% | -46.3% | -39.1% |
| YTD | -17.3% | +9.4% | -26.7% | -23.8% |
| All | -47.4% | +8.8% | -56.3% | -49.6% |
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