+570.4%
MSTR vs HD
+257.8%
+312.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.6% | +0.9% |
| 7D | -1.2% | +4.3% | -5.5% | -4.0% |
| 30D | -15.9% | +20.2% | -36.1% | -26.1% |
| 3M | +33.1% | -1.0% | +34.1% | +33.2% |
| 6M | -31.0% | +7.9% | -38.9% | -35.9% |
| YTD | -15.1% | +2.0% | -17.1% | -18.3% |
| 1Y | -45.6% | -4.3% | -41.3% | -45.8% |
| 3Y | +180.5% | +25.9% | +154.6% | +128.2% |
| 5Y | +61.7% | +5.8% | +55.8% | +48.2% |
| All | +570.4% | +257.8% | +312.6% | +253.9% |
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