-42.3%
MSTR vs GM
+37.1%
-79.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.6% | +0.5% | +2.8% |
| 7D | -1.8% | +12.1% | -13.9% | -7.4% |
| 30D | -13.3% | +15.2% | -28.5% | -19.8% |
| 3M | +46.0% | +4.9% | +41.1% | +42.0% |
| 6M | -22.4% | +22.6% | -45.1% | -32.3% |
| YTD | -6.2% | +14.4% | -20.6% | -14.2% |
| 1Y | -42.3% | +39.4% | -81.7% | -52.9% |
| All | -42.3% | +37.1% | -79.4% | -52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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