-47.4%
MSTR vs GRMN
+46.6%
-94.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.2% | -4.8% | -3.4% |
| 7D | -4.0% | +6.4% | -10.3% | -6.2% |
| 30D | -18.6% | +8.7% | -27.4% | -21.5% |
| 3M | +25.6% | -5.8% | +31.4% | +28.0% |
| 6M | -33.1% | +22.5% | -55.6% | -39.7% |
| YTD | -17.3% | +45.6% | -63.0% | -36.7% |
| All | -47.4% | +46.6% | -94.1% | -59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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