-56.4%
MSTR vs HAS
+20.3%
-76.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +12.2% | -1.8% | +14.0% | +12.5% |
| 30D | +45.2% | +2.3% | +42.9% | +44.3% |
| 3M | +10.4% | +10.4% | 0.0% | +7.9% |
| 6M | -2.5% | -3.2% | +0.7% | -3.4% |
| YTD | -6.0% | +15.4% | -21.4% | -9.2% |
| 1Y | -56.4% | +18.8% | -75.2% | -57.4% |
| All | -56.4% | +20.3% | -76.8% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 1y: compounded portfolio wealth divided by compounded HAS 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…
1y analysis · Full analysis span regression · 6 months rolling