-42.3%
MSTR vs HIG
+12.7%
-55.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.4% | +2.7% | +5.8% |
| 7D | -1.8% | +6.2% | -8.0% | +0.1% |
| 30D | -13.3% | +9.4% | -22.7% | -10.9% |
| 3M | +46.0% | -2.3% | +48.3% | +44.8% |
| 6M | -22.4% | +4.2% | -26.6% | -21.1% |
| YTD | -6.2% | +1.6% | -7.8% | -4.4% |
| 1Y | -42.3% | +9.9% | -52.2% | -39.4% |
| All | -42.3% | +12.7% | -55.0% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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