+731.6%
MSTR vs HD
+207.4%
+524.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -2.0% |
| 7D | +12.2% | -2.1% | +14.2% | +13.8% |
| 30D | +45.2% | -8.4% | +53.6% | +53.9% |
| 3M | +10.4% | +4.3% | +6.0% | +5.7% |
| 6M | -2.5% | -11.1% | +8.6% | +4.4% |
| YTD | -6.0% | -4.7% | -1.3% | -4.7% |
| 1Y | -56.4% | -19.8% | -36.6% | -50.5% |
| 3Y | +306.3% | +4.1% | +302.2% | +280.4% |
| 5Y | +100.5% | +10.3% | +90.2% | +84.4% |
| All | +731.6% | +207.4% | +524.3% | +364.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 10y: compounded portfolio wealth divided by compounded HD 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…
10y analysis · Full analysis span regression · 6 months rolling