-58.4%
MSTR vs HIG
+6.1%
-64.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.0% | -2.4% | -4.9% |
| 7D | +9.3% | -1.1% | +10.4% | +8.9% |
| 30D | +36.5% | -4.9% | +41.4% | +34.8% |
| 3M | +7.3% | +6.8% | +0.5% | +9.1% |
| 6M | +2.2% | -1.7% | +3.9% | +2.1% |
| YTD | -10.2% | -0.2% | -9.9% | -9.1% |
| All | -58.4% | +6.1% | -64.6% | -56.5% |
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