-58.6%
MSTR vs IAU
+20.0%
-78.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.7% | -2.7% | -3.2% |
| 7D | +9.3% | +0.7% | +8.6% | +9.0% |
| 30D | +36.5% | +0.3% | +36.2% | +37.6% |
| 3M | +7.3% | +0.7% | +6.6% | +7.7% |
| 6M | +2.2% | -15.5% | +17.7% | +8.8% |
| YTD | -10.2% | +1.0% | -11.1% | -8.1% |
| 1Y | -58.6% | +19.6% | -78.2% | -58.9% |
| All | -58.6% | +20.0% | -78.6% | -58.9% |
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