+308.9%
MSTR vs GSK
+60.3%
+248.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -1.5% |
| 7D | +12.2% | -1.8% | +14.0% | +12.0% |
| 30D | +45.2% | -2.2% | +47.3% | +44.9% |
| 3M | +10.4% | -1.8% | +12.2% | +10.3% |
| 6M | -2.5% | -10.6% | +8.1% | -3.5% |
| YTD | -6.0% | +4.4% | -10.4% | -4.7% |
| 1Y | -56.4% | +30.4% | -86.8% | -54.6% |
| All | +308.9% | +60.3% | +248.5% | +325.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling