+49.5%
MSTR vs HD
+7.5%
+42.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.0% |
| 7D | -14.2% | -1.2% | -13.0% | -13.3% |
| 30D | -19.9% | +20.9% | -40.7% | -33.2% |
| 3M | +27.3% | -0.2% | +27.5% | +26.3% |
| 6M | -37.6% | +14.5% | -52.1% | -46.9% |
| YTD | -19.5% | +4.3% | -23.8% | -25.6% |
| 1Y | -47.1% | -3.5% | -43.6% | -47.7% |
| 3Y | +140.3% | +30.1% | +110.2% | +55.9% |
| 5Y | +49.5% | +8.5% | +41.0% | +10.2% |
| All | +49.5% | +7.5% | +42.0% | +10.2% |
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 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