+1,252.0%
MSTR vs GSK
+197.7%
+1,054.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -0.6% |
| 7D | +12.2% | -1.8% | +14.0% | +13.0% |
| 30D | +45.2% | -2.2% | +47.3% | +46.3% |
| 3M | +10.4% | -1.8% | +12.2% | +10.7% |
| 6M | -2.5% | -10.6% | +8.1% | +1.3% |
| YTD | -6.0% | +4.4% | -10.4% | -8.9% |
| 1Y | -56.4% | +30.4% | -86.8% | -61.6% |
| 3Y | +306.3% | +60.1% | +246.2% | +213.4% |
| 5Y | +100.5% | +46.8% | +53.7% | +61.4% |
| 10Y | +741.1% | +79.2% | +661.9% | +507.1% |
| All | +1,252.0% | +197.7% | +1,054.2% | +535.9% |
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 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