-56.4%
MSTR vs IAU
+24.6%
-81.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -0.8% |
| 7D | +12.2% | -0.5% | +12.7% | +12.8% |
| 30D | +45.2% | +4.4% | +40.7% | +42.6% |
| 3M | +10.4% | -1.1% | +11.4% | +11.0% |
| 6M | -2.5% | -13.7% | +11.2% | +2.4% |
| YTD | -6.0% | +2.7% | -8.8% | -5.2% |
| 1Y | -56.4% | +24.6% | -81.0% | -56.6% |
| All | -56.4% | +24.6% | -81.0% | -56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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