+1,089.0%
MSTR vs HRB
+1,036.6%
+52.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.2% | +0.7% | -1.6% |
| 7D | -4.0% | -2.4% | -1.5% | -3.2% |
| 30D | -18.6% | +15.7% | -34.4% | -22.6% |
| 3M | +25.6% | +11.4% | +14.2% | +19.9% |
| 6M | -33.1% | +40.7% | -73.8% | -41.4% |
| YTD | -17.3% | +21.0% | -38.3% | -25.4% |
| 1Y | -48.1% | +7.2% | -55.3% | -51.3% |
| 3Y | +154.2% | +29.2% | +125.0% | +120.1% |
| 5Y | +46.2% | +142.3% | -96.1% | +1.1% |
| 10Y | +554.5% | +253.1% | +301.5% | +253.7% |
| All | +1,089.0% | +1,036.6% | +52.4% | +201.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling