+49.9%
MSTR vs HD
+5.3%
+44.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.6% | +1.4% |
| 7D | -1.2% | +4.3% | -5.5% | -5.0% |
| 30D | -15.9% | +20.2% | -36.1% | -29.6% |
| 3M | +33.1% | -1.0% | +34.1% | +33.2% |
| 6M | -31.0% | +7.9% | -38.9% | -37.9% |
| YTD | -15.1% | +2.0% | -17.1% | -19.9% |
| 1Y | -45.6% | -4.3% | -41.3% | -46.0% |
| 3Y | +180.5% | +25.9% | +154.6% | +87.9% |
| All | +49.9% | +5.3% | +44.6% | +12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling