-49.1%
MSTR vs HIG
+6.4%
-55.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.2% | -6.3% | -6.6% |
| 7D | -11.5% | -0.1% | -11.4% | -11.5% |
| 30D | -24.8% | +4.4% | -29.2% | -23.7% |
| 3M | +20.6% | 0.0% | +20.6% | +20.5% |
| 6M | -38.0% | +3.8% | -41.8% | -37.0% |
| YTD | -24.7% | +0.7% | -25.4% | -23.3% |
| 1Y | -49.1% | +5.0% | -54.1% | -47.3% |
| All | -49.1% | +6.4% | -55.5% | -47.3% |
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