-60.6%
MSTR vs HLT
+11.9%
-72.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | -11.2% | -2.6% | -8.6% | -10.3% |
| 30D | +33.8% | -2.6% | +36.4% | +34.5% |
| 3M | +11.5% | -9.4% | +20.9% | +15.5% |
| 6M | -7.2% | +2.7% | -9.9% | -7.9% |
| YTD | -15.4% | +6.8% | -22.2% | -16.5% |
| 1Y | -60.6% | +12.4% | -73.0% | -60.6% |
| All | -60.6% | +11.9% | -72.5% | -60.6% |
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