+1,252.0%
MSTR vs IP
+128.8%
+1,123.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.2% | -3.6% | -2.2% |
| 7D | +12.2% | -5.3% | +17.4% | +14.4% |
| 30D | +45.2% | -10.9% | +56.0% | +51.3% |
| 3M | +10.4% | +11.2% | -0.8% | +4.5% |
| 6M | -2.5% | -10.2% | +7.7% | -0.9% |
| YTD | -6.0% | -2.0% | -4.0% | -7.6% |
| 1Y | -56.4% | -19.1% | -37.3% | -54.2% |
| 3Y | +306.3% | +20.9% | +285.4% | +263.8% |
| 5Y | +100.5% | -17.8% | +118.3% | +108.8% |
| 10Y | +741.1% | +23.5% | +717.6% | +619.8% |
| All | +1,252.0% | +128.8% | +1,123.1% | +650.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling