-45.6%
MSTR vs GE
+7.0%
-52.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -3.0% | -1.3% |
| 7D | -1.2% | +7.1% | -8.3% | -3.3% |
| 30D | -15.9% | +6.5% | -22.4% | -17.6% |
| 3M | +33.1% | -13.6% | +46.7% | +39.4% |
| 6M | -31.0% | +6.0% | -37.0% | -35.3% |
| YTD | -15.1% | +5.4% | -20.5% | -20.6% |
| 1Y | -45.6% | +6.5% | -52.1% | -48.5% |
| All | -45.6% | +7.0% | -52.6% | -48.5% |
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