-31.0%
MSTR vs INDA
+2.3%
-33.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -2.7% |
| 7D | -1.2% | +6.6% | -7.9% | -9.6% |
| 30D | -15.9% | +10.4% | -26.3% | -27.1% |
| 3M | +33.1% | +1.5% | +31.6% | +31.3% |
| 6M | -31.0% | +1.7% | -32.7% | -33.8% |
| All | -31.0% | +2.3% | -33.2% | -33.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling