+690.7%
MSTR vs HAL
+1.7%
+689.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.7% | -4.2% |
| 7D | +9.3% | +0.5% | +8.9% | +9.1% |
| 30D | +36.5% | +15.9% | +20.6% | +30.5% |
| 3M | +7.3% | -8.7% | +16.0% | +9.6% |
| 6M | +2.2% | +9.0% | -6.8% | -1.7% |
| YTD | -10.2% | +32.0% | -42.2% | -18.4% |
| 1Y | -58.6% | +72.5% | -131.1% | -65.5% |
| 3Y | +283.2% | -4.5% | +287.7% | +270.3% |
| 5Y | +113.8% | +109.7% | +4.1% | +69.5% |
| 10Y | +690.7% | +1.2% | +689.5% | +476.9% |
| All | +690.7% | +1.7% | +689.1% | +476.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded HAL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling