-47.4%
MSTR vs IAU
+1.0%
-48.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.8% | -4.4% | -4.2% |
| 7D | -4.0% | +4.9% | -8.8% | -8.1% |
| 30D | -18.6% | -1.4% | -17.2% | -17.5% |
| 3M | +25.6% | -4.8% | +30.4% | +32.5% |
| 6M | -33.1% | -12.5% | -20.6% | -26.5% |
| YTD | -17.3% | -4.2% | -13.2% | -16.2% |
| All | -47.4% | +1.0% | -48.5% | -51.8% |
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