-42.3%
MSTR vs IAU
+2.6%
-44.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.7% | +1.4% | +1.8% |
| 7D | -1.8% | -0.3% | -1.5% | -1.4% |
| 30D | -13.3% | -1.9% | -11.4% | -11.5% |
| 3M | +46.0% | -0.4% | +46.4% | +50.1% |
| 6M | -22.4% | -10.1% | -12.3% | -15.0% |
| YTD | -6.2% | -5.9% | -0.3% | -3.9% |
| 1Y | -42.3% | +2.9% | -45.2% | -49.1% |
| All | -42.3% | +2.6% | -44.9% | -49.1% |
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