+1,120.6%
MSTR vs GSK
+200.4%
+920.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -1.2% | +1.7% | -2.9% | -1.8% |
| 30D | -15.9% | +7.0% | -23.0% | -18.4% |
| 3M | +33.1% | -2.7% | +35.8% | +34.0% |
| 6M | -31.0% | +1.4% | -32.4% | -32.0% |
| YTD | -15.1% | +5.3% | -20.5% | -18.3% |
| 1Y | -45.6% | +10.6% | -56.3% | -48.7% |
| 3Y | +180.5% | +62.6% | +117.9% | +114.6% |
| 5Y | +61.7% | +41.7% | +20.0% | +31.7% |
| 10Y | +578.0% | +104.7% | +473.3% | +361.3% |
| All | +1,120.6% | +200.4% | +920.3% | +470.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling