-56.4%
MSTR vs IGV
-1.8%
-54.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | +1.4% |
| 7D | +12.2% | -4.5% | +16.7% | +19.1% |
| 30D | +45.2% | +3.2% | +41.9% | +40.5% |
| 3M | +10.4% | +4.5% | +5.9% | +5.4% |
| 6M | -2.5% | +22.1% | -24.6% | -24.8% |
| YTD | -6.0% | -1.0% | -5.0% | -5.0% |
| 1Y | -56.4% | -2.1% | -54.3% | -51.6% |
| All | -56.4% | -1.8% | -54.6% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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