+40.4%
MSTR vs HDB
-23.2%
+63.6%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.7% |
| 7D | -13.4% | +2.7% | -16.2% | -14.9% |
| 30D | -22.1% | +14.1% | -36.2% | -28.6% |
| 3M | +15.0% | +11.8% | +3.1% | +6.5% |
| 6M | -37.3% | +8.2% | -45.5% | -41.6% |
| YTD | -26.5% | -29.3% | +2.8% | -9.6% |
| 1Y | -46.5% | -28.8% | -17.7% | -34.5% |
| 3Y | +121.1% | -7.5% | +128.6% | +105.6% |
| All | +40.4% | -23.2% | +63.6% | +38.4% |
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 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