+554.5%
MSTR vs HDB
+61.5%
+493.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.7% | -5.3% | -3.8% |
| 7D | -4.0% | +13.7% | -17.7% | -9.5% |
| 30D | -18.6% | +15.8% | -34.5% | -24.2% |
| 3M | +25.6% | +9.2% | +16.4% | +20.0% |
| 6M | -33.1% | +3.2% | -36.2% | -34.9% |
| YTD | -17.3% | -29.4% | +12.0% | -4.5% |
| 1Y | -48.1% | -27.9% | -20.2% | -40.6% |
| 3Y | +154.2% | -5.9% | +160.1% | +148.4% |
| 5Y | +46.2% | -23.5% | +69.7% | +56.9% |
| 10Y | +554.5% | +61.3% | +493.2% | +502.9% |
| All | +554.5% | +61.5% | +493.0% | +502.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling