-47.1%
MSTR vs GE
+11.0%
-58.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.4% | +0.5% |
| 7D | -14.2% | +4.0% | -18.2% | -15.3% |
| 30D | -19.9% | +11.1% | -30.9% | -22.7% |
| 3M | +27.3% | -6.7% | +34.1% | +29.3% |
| 6M | -37.6% | +14.3% | -51.8% | -43.2% |
| YTD | -19.5% | +11.7% | -31.2% | -26.3% |
| 1Y | -47.1% | +10.9% | -58.0% | -49.8% |
| All | -47.1% | +11.0% | -58.1% | -49.8% |
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