+113.8%
MSTR vs INDA
+7.2%
+106.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.6% | -2.8% | -1.6% |
| 7D | +9.3% | -1.0% | +10.3% | +11.2% |
| 30D | +36.5% | -2.5% | +39.0% | +42.8% |
| 3M | +7.3% | +4.0% | +3.3% | +0.5% |
| 6M | +2.2% | -1.8% | +4.0% | +5.9% |
| YTD | -10.2% | -9.2% | -1.0% | +6.2% |
| 1Y | -58.6% | -7.2% | -51.4% | -53.4% |
| 3Y | +283.2% | +9.8% | +273.4% | +190.6% |
| 5Y | +113.8% | +7.5% | +106.3% | +82.5% |
| All | +113.8% | +7.2% | +106.6% | +82.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 5y: compounded portfolio wealth divided by compounded INDA 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…
5y analysis · Full analysis span regression · 6 months rolling