-46.0%
MSTR vs HST
+47.4%
-93.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | -1.2% | -2.7% | +1.5% | +0.9% |
| 30D | -15.9% | +10.7% | -26.6% | -19.5% |
| 3M | +33.1% | +6.3% | +26.9% | +30.0% |
| 6M | -31.0% | +19.0% | -50.0% | -37.8% |
| YTD | -15.1% | +47.0% | -62.2% | -30.2% |
| All | -46.0% | +47.4% | -93.4% | -55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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