+4,113.4%
MSTR vs HDB
+4,142.9%
-29.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.9% |
| 7D | -1.2% | +13.3% | -14.6% | -5.3% |
| 30D | -15.9% | +13.6% | -29.5% | -19.6% |
| 3M | +33.1% | +5.8% | +27.4% | +30.3% |
| 6M | -31.0% | -1.9% | -29.1% | -31.1% |
| YTD | -15.1% | -31.2% | +16.0% | -4.8% |
| 1Y | -45.6% | -29.6% | -16.1% | -39.5% |
| 3Y | +180.5% | -10.1% | +190.6% | +182.8% |
| 5Y | +61.7% | -24.3% | +86.0% | +75.4% |
| 10Y | +578.0% | +59.3% | +518.7% | +466.4% |
| All | +4,113.4% | +4,142.9% | -29.5% | +1,240.5% |
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