-42.3%
MSTR vs HLT
+46.7%
-88.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.5% | +1.6% | +3.4% |
| 7D | -1.8% | +7.7% | -9.5% | -5.3% |
| 30D | -13.3% | +19.1% | -32.4% | -20.1% |
| 3M | +46.0% | +20.7% | +25.3% | +32.6% |
| 6M | -22.4% | +21.0% | -43.5% | -29.4% |
| YTD | -6.2% | +31.3% | -37.5% | -16.2% |
| 1Y | -42.3% | +45.9% | -88.2% | -49.8% |
| All | -42.3% | +46.7% | -88.9% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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