-59.6%
MSTR vs GEV
+57.2%
-116.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.1% | -0.7% | -2.1% |
| 7D | +7.7% | +3.2% | +4.6% | +6.6% |
| 30D | +36.3% | -4.0% | +40.4% | +38.0% |
| 3M | +13.4% | +3.4% | +10.0% | +8.8% |
| 6M | -4.5% | +14.7% | -19.2% | -10.8% |
| YTD | -12.7% | +45.8% | -58.5% | -23.4% |
| 1Y | -59.6% | +57.4% | -117.0% | -64.9% |
| All | -59.6% | +57.2% | -116.8% | -64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEV.
Daily Out/Under-Performance
Portfolio return minus GEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEV 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 GEV 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