-31.0%
MSTR vs HD
+8.3%
-39.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.6% | -0.2% |
| 7D | -1.2% | +4.3% | -5.5% | -1.1% |
| 30D | -15.9% | +20.2% | -36.1% | -15.9% |
| 3M | +33.1% | -1.0% | +34.1% | +31.9% |
| 6M | -31.0% | +7.9% | -38.9% | -27.3% |
| All | -31.0% | +8.3% | -39.3% | -27.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling