+120.4%
MSTR vs HDB
-35.4%
+155.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | +12.2% | +0.4% | +11.7% | +11.8% |
| 30D | +45.2% | -2.8% | +48.0% | +47.1% |
| 3M | +10.4% | -3.5% | +13.9% | +10.6% |
| 6M | -2.5% | -24.7% | +22.2% | +15.4% |
| YTD | -6.0% | -36.6% | +30.5% | +23.9% |
| 1Y | -56.4% | -34.4% | -22.0% | -44.1% |
| 3Y | +306.3% | -24.4% | +330.7% | +343.3% |
| All | +120.4% | -35.4% | +155.8% | +151.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling