-47.4%
MSTR vs HDB
-27.9%
-19.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.7% | -5.3% | -3.5% |
| 7D | -4.0% | +13.7% | -17.7% | -8.5% |
| 30D | -18.6% | +15.8% | -34.5% | -23.1% |
| 3M | +25.6% | +9.2% | +16.4% | +21.1% |
| 6M | -33.1% | +3.2% | -36.2% | -35.2% |
| YTD | -17.3% | -29.4% | +12.0% | -14.2% |
| All | -47.4% | -27.9% | -19.5% | -46.2% |
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