-49.1%
MSTR vs IBB
+30.0%
-79.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.2% | -4.3% | -4.1% |
| 7D | -11.5% | +1.6% | -13.2% | -13.1% |
| 30D | -24.8% | +6.7% | -31.5% | -29.3% |
| 3M | +20.6% | +6.3% | +14.3% | +12.9% |
| 6M | -38.0% | +23.9% | -61.9% | -51.4% |
| YTD | -24.7% | +26.6% | -51.3% | -42.0% |
| 1Y | -49.1% | +29.6% | -78.7% | -61.6% |
| All | -49.1% | +30.0% | -79.1% | -61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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