-47.4%
MSTR vs HIG
+6.8%
-54.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.6% | -3.2% | -2.4% |
| 7D | -4.0% | -0.5% | -3.5% | -4.1% |
| 30D | -18.6% | +4.5% | -23.1% | -17.4% |
| 3M | +25.6% | -5.5% | +31.0% | +23.4% |
| 6M | -33.1% | +3.1% | -36.1% | -32.2% |
| YTD | -17.3% | -0.8% | -16.5% | -16.4% |
| All | -47.4% | +6.8% | -54.2% | -45.6% |
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