-45.5%
MSTR vs IGV
-8.3%
-37.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.8% | -1.3% |
| 7D | -14.2% | -1.3% | -12.9% | -12.7% |
| 30D | -19.9% | -8.1% | -11.7% | -10.6% |
| 3M | +27.3% | -1.6% | +29.0% | +32.2% |
| 6M | -37.6% | +12.7% | -50.3% | -45.2% |
| YTD | -19.5% | -3.3% | -16.2% | -22.6% |
| All | -45.5% | -8.3% | -37.2% | -44.2% |
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