+3,638.9%
MSTR vs HDB
+4,239.1%
-600.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.2% | -5.3% | -6.1% |
| 7D | -11.5% | +4.1% | -15.6% | -12.7% |
| 30D | -24.8% | +13.0% | -37.8% | -28.0% |
| 3M | +20.6% | +11.3% | +9.4% | +16.1% |
| 6M | -38.0% | +6.9% | -44.9% | -39.8% |
| YTD | -24.7% | -29.6% | +4.9% | -16.2% |
| 1Y | -49.1% | -29.5% | -19.5% | -43.3% |
| 3Y | +124.7% | -8.1% | +132.8% | +124.9% |
| 5Y | +40.9% | -23.4% | +64.4% | +52.2% |
| 10Y | +481.5% | +62.9% | +418.6% | +382.0% |
| All | +3,638.9% | +4,239.1% | -600.2% | +1,080.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling