+1,252.0%
MSTR vs HD
+1,943.2%
-691.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.9% |
| 7D | +12.2% | -2.1% | +14.2% | +13.5% |
| 30D | +45.2% | -8.4% | +53.6% | +52.3% |
| 3M | +10.4% | +4.3% | +6.0% | +6.7% |
| 6M | -2.5% | -11.1% | +8.6% | +3.1% |
| YTD | -6.0% | -4.7% | -1.3% | -4.8% |
| 1Y | -56.4% | -19.8% | -36.6% | -51.8% |
| 3Y | +306.3% | +4.1% | +302.2% | +289.7% |
| 5Y | +100.5% | +10.3% | +90.2% | +93.9% |
| 10Y | +741.1% | +203.2% | +537.9% | +363.0% |
| All | +1,252.0% | +1,943.2% | -691.3% | +72.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling