-59.6%
MSTR vs HL
+108.3%
-167.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.9% | -4.7% | -3.4% |
| 7D | +7.7% | +0.4% | +7.3% | +7.7% |
| 30D | +36.3% | +18.8% | +17.5% | +30.3% |
| 3M | +13.4% | +43.7% | -30.3% | +3.5% |
| 6M | -4.5% | -1.0% | -3.4% | -7.6% |
| YTD | -12.7% | +8.7% | -21.4% | -16.0% |
| 1Y | -59.6% | +105.0% | -164.6% | -61.4% |
| All | -59.6% | +108.3% | -167.9% | -61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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