-49.1%
MSTR vs HRB
+11.7%
-60.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.5% | -6.0% | -6.5% |
| 7D | -11.5% | -7.8% | -3.7% | -11.5% |
| 30D | -24.8% | +15.7% | -40.6% | -24.8% |
| 3M | +20.6% | -5.5% | +26.2% | +20.6% |
| 6M | -38.0% | +41.1% | -79.1% | -38.1% |
| YTD | -24.7% | +20.4% | -45.1% | -25.2% |
| 1Y | -49.1% | +15.2% | -64.3% | -49.2% |
| All | -49.1% | +11.7% | -60.7% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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