-56.7%
MSTR vs IBM
-3.1%
-53.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | +12.2% | -0.3% | +12.5% | +12.2% |
| 30D | +45.2% | +0.3% | +44.9% | +45.2% |
| 3M | +10.4% | -21.6% | +32.0% | +14.0% |
| 6M | -2.5% | -4.7% | +2.2% | -5.6% |
| YTD | -6.0% | -19.1% | +13.1% | -5.0% |
| All | -56.7% | -3.1% | -53.6% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBM.
Daily Out/Under-Performance
Portfolio return minus IBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBM 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 IBM 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