-49.3%
MSTR vs IP
-1.7%
-47.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.0% | -5.3% | -8.4% |
| 7D | -8.7% | -5.0% | -3.7% | -7.7% |
| 30D | -21.4% | +6.5% | -28.0% | -22.6% |
| 3M | +31.4% | -18.0% | +49.5% | +36.1% |
| 6M | -30.8% | +10.3% | -41.1% | -34.0% |
| YTD | -14.9% | -9.9% | -5.0% | -9.7% |
| 1Y | -49.3% | -1.1% | -48.2% | -46.6% |
| All | -49.3% | -1.7% | -47.6% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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