+1,252.0%
MSTR vs HRB
+993.8%
+258.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.0% | +2.6% | -0.1% |
| 7D | +12.2% | -5.7% | +17.8% | +14.3% |
| 30D | +45.2% | +7.9% | +37.3% | +40.7% |
| 3M | +10.4% | +32.1% | -21.7% | -0.4% |
| 6M | -2.5% | +62.2% | -64.7% | -19.5% |
| YTD | -6.0% | +16.4% | -22.4% | -13.6% |
| 1Y | -56.4% | -0.3% | -56.1% | -58.0% |
| 3Y | +306.3% | +36.0% | +270.3% | +247.2% |
| 5Y | +100.5% | +125.2% | -24.7% | +42.4% |
| 10Y | +741.1% | +237.7% | +503.4% | +363.2% |
| All | +1,252.0% | +993.8% | +258.1% | +249.2% |
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 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