-13.3%
MSTR vs INFQ
-40.5%
+27.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.9% | +0.4% | -1.7% |
| 7D | -13.4% | -4.6% | -8.8% | -12.4% |
| 30D | -22.1% | -6.9% | -15.2% | -21.0% |
| 3M | +15.0% | -30.4% | +45.3% | +24.6% |
| 6M | -37.3% | -36.2% | -1.1% | -33.2% |
| All | -13.3% | -40.5% | +27.2% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 10y: compounded portfolio wealth divided by compounded INFQ 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…
10y analysis · Full analysis span regression · 6 months rolling