-47.4%
MSTR vs HRB
+8.1%
-55.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.2% | +0.7% | -2.6% |
| 7D | -4.0% | -2.4% | -1.5% | -3.9% |
| 30D | -18.6% | +15.7% | -34.4% | -18.7% |
| 3M | +25.6% | +11.4% | +14.2% | +25.6% |
| 6M | -33.1% | +40.7% | -73.8% | -33.3% |
| YTD | -17.3% | +21.0% | -38.3% | -17.4% |
| All | -47.4% | +8.1% | -55.5% | -46.8% |
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