+1,120.6%
MSTR vs HRB
+1,074.8%
+45.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.9% | +1.0% |
| 7D | -1.2% | +2.7% | -3.9% | -2.0% |
| 30D | -15.9% | +22.1% | -38.0% | -21.4% |
| 3M | +33.1% | +15.7% | +17.4% | +25.6% |
| 6M | -31.0% | +83.3% | -114.3% | -45.2% |
| YTD | -15.1% | +25.0% | -40.2% | -24.1% |
| 1Y | -45.6% | +6.9% | -52.6% | -48.9% |
| 3Y | +180.5% | +39.0% | +141.5% | +137.2% |
| 5Y | +61.7% | +146.4% | -84.7% | +11.1% |
| 10Y | +578.0% | +254.4% | +323.6% | +266.3% |
| All | +1,120.6% | +1,074.8% | +45.9% | +206.6% |
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