+113.8%
MSTR vs GSK
+46.9%
+66.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.7% | -1.7% | -3.8% |
| 7D | +9.3% | -4.2% | +13.5% | +10.5% |
| 30D | +36.5% | -7.5% | +44.0% | +38.9% |
| 3M | +7.3% | -3.3% | +10.6% | +7.9% |
| 6M | +2.2% | -9.3% | +11.6% | +4.4% |
| YTD | -10.2% | +1.6% | -11.8% | -11.2% |
| 1Y | -58.6% | +25.5% | -84.1% | -61.6% |
| 3Y | +283.2% | +49.3% | +233.9% | +206.8% |
| 5Y | +113.8% | +46.7% | +67.1% | +80.9% |
| All | +113.8% | +46.9% | +66.9% | +80.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded GSK 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling