+120.4%
MSTR vs GE
+430.3%
-310.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -2.4% |
| 7D | +12.2% | -1.6% | +13.8% | +13.9% |
| 30D | +45.2% | -11.6% | +56.7% | +59.5% |
| 3M | +10.4% | +3.0% | +7.4% | +3.7% |
| 6M | -2.5% | -0.5% | -2.0% | -6.9% |
| YTD | -6.0% | +9.7% | -15.8% | -19.1% |
| 1Y | -56.4% | +20.0% | -76.4% | -66.0% |
| 3Y | +306.3% | +275.8% | +30.4% | -18.0% |
| All | +120.4% | +430.3% | -310.0% | -75.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling