+181.3%
MSTR vs HD
+28.2%
+153.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.5% | -7.7% | -8.5% |
| 7D | -8.7% | +6.4% | -15.1% | -11.5% |
| 30D | -21.4% | +22.1% | -43.5% | -29.6% |
| 3M | +31.4% | -0.2% | +31.6% | +31.6% |
| 6M | -30.8% | +12.6% | -43.4% | -36.1% |
| YTD | -14.9% | +3.9% | -18.8% | -17.5% |
| 1Y | -49.3% | -3.7% | -45.6% | -48.2% |
| All | +181.3% | +28.2% | +153.1% | +160.2% |
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