-42.3%
MSTR vs HBM
+47.3%
-89.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.6% | +1.5% | +3.5% |
| 7D | -1.8% | -5.8% | +4.0% | +0.8% |
| 30D | -13.3% | -18.5% | +5.2% | -5.5% |
| 3M | +46.0% | -10.3% | +56.2% | +53.5% |
| 6M | -22.4% | +2.1% | -24.6% | -22.5% |
| YTD | -6.2% | +12.0% | -18.2% | -11.8% |
| 1Y | -42.3% | +49.8% | -92.0% | -53.0% |
| All | -42.3% | +47.3% | -89.6% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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