+481.0%
MSTR vs HD
+241.0%
+240.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.6% | -2.5% |
| 7D | -13.4% | +1.5% | -14.9% | -14.3% |
| 30D | -22.1% | +18.0% | -40.1% | -30.6% |
| 3M | +15.0% | +2.8% | +12.2% | +12.1% |
| 6M | -37.3% | +17.0% | -54.3% | -44.9% |
| YTD | -26.5% | +3.5% | -30.1% | -30.0% |
| 1Y | -46.5% | -2.6% | -43.9% | -47.3% |
| 3Y | +121.1% | +30.7% | +90.4% | +75.4% |
| 5Y | +37.5% | +6.2% | +31.3% | +25.4% |
| All | +481.0% | +241.0% | +240.0% | +214.7% |
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