+113.8%
MSTR vs HRB
+112.6%
+1.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -6.5% | +2.1% | -2.9% |
| 7D | +9.3% | -9.1% | +18.4% | +11.8% |
| 30D | +36.5% | +0.3% | +36.3% | +35.7% |
| 3M | +7.3% | +23.4% | -16.1% | +0.6% |
| 6M | +2.2% | +45.1% | -42.9% | -9.8% |
| YTD | -10.2% | +8.9% | -19.0% | -12.8% |
| 1Y | -58.6% | -7.9% | -50.7% | -57.6% |
| 3Y | +283.2% | +27.9% | +255.3% | +239.0% |
| 5Y | +113.8% | +108.3% | +5.4% | +102.9% |
| All | +113.8% | +112.6% | +1.2% | +102.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling