-42.3%
MSTR vs HDB
-32.8%
-9.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.6% | -0.5% | +3.0% |
| 7D | -1.8% | +12.9% | -14.7% | -6.1% |
| 30D | -13.3% | +10.0% | -23.4% | -16.4% |
| 3M | +46.0% | +1.8% | +44.1% | +44.5% |
| 6M | -22.4% | -2.1% | -20.4% | -23.7% |
| YTD | -6.2% | -33.4% | +27.2% | -0.9% |
| 1Y | -42.3% | -32.9% | -9.4% | -39.4% |
| All | -42.3% | -32.8% | -9.4% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 1y: compounded portfolio wealth divided by compounded HDB 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…
1y analysis · Full analysis span regression · 6 months rolling