-30.8%
MSTR vs HD
+13.3%
-44.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.5% | -7.7% | -9.2% |
| 7D | -8.7% | +6.4% | -15.1% | -8.7% |
| 30D | -21.4% | +22.1% | -43.5% | -21.5% |
| 3M | +31.4% | -0.2% | +31.6% | +30.0% |
| 6M | -30.8% | +12.6% | -43.4% | -27.4% |
| All | -30.8% | +13.3% | -44.1% | -27.4% |
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 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