+154.2%
MSTR vs HD
+30.7%
+123.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.9% | -5.5% | -4.1% |
| 7D | -4.0% | +3.6% | -7.6% | -5.7% |
| 30D | -18.6% | +21.6% | -40.2% | -27.0% |
| 3M | +25.6% | +0.1% | +25.5% | +25.4% |
| 6M | -33.1% | +13.0% | -46.0% | -38.3% |
| YTD | -17.3% | +4.9% | -22.3% | -20.4% |
| 1Y | -48.1% | -2.1% | -46.0% | -47.7% |
| 3Y | +154.2% | +32.6% | +121.6% | +121.0% |
| All | +154.2% | +30.7% | +123.5% | +121.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling