+120.4%
MSTR vs IP
-17.2%
+137.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.2% | -3.6% | -2.6% |
| 7D | +12.2% | -5.3% | +17.4% | +15.6% |
| 30D | +45.2% | -10.9% | +56.0% | +54.5% |
| 3M | +10.4% | +11.2% | -0.8% | +0.7% |
| 6M | -2.5% | -10.2% | +7.7% | +0.7% |
| YTD | -6.0% | -2.0% | -4.0% | -8.8% |
| 1Y | -56.4% | -19.1% | -37.3% | -52.2% |
| 3Y | +306.3% | +20.9% | +285.4% | +200.9% |
| All | +120.4% | -17.2% | +137.6% | +134.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling