+1,957.6%
MSTR vs IAU
+875.8%
+1,081.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.2% |
| 7D | +12.2% | -0.5% | +12.7% | +12.3% |
| 30D | +45.2% | +4.4% | +40.7% | +44.4% |
| 3M | +10.4% | -1.1% | +11.4% | +10.8% |
| 6M | -2.5% | -13.7% | +11.2% | -0.3% |
| YTD | -6.0% | +2.7% | -8.8% | -6.0% |
| 1Y | -56.4% | +24.6% | -81.0% | -57.4% |
| 3Y | +306.3% | +126.8% | +179.4% | +273.2% |
| 5Y | +100.5% | +139.5% | -39.0% | +83.2% |
| 10Y | +741.1% | +226.3% | +514.8% | +662.7% |
| All | +1,957.6% | +875.8% | +1,081.9% | +1,918.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling