+1,124.1%
MSTR vs IP
+110.4%
+1,013.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.0% | -5.3% | -7.8% |
| 7D | -8.7% | -5.0% | -3.7% | -7.0% |
| 30D | -21.4% | +6.5% | -28.0% | -23.3% |
| 3M | +31.4% | -18.0% | +49.5% | +41.0% |
| 6M | -30.8% | +10.3% | -41.1% | -34.6% |
| YTD | -14.9% | -9.9% | -5.0% | -13.9% |
| 1Y | -49.3% | -1.1% | -48.2% | -50.7% |
| 3Y | +184.8% | +13.0% | +171.8% | +161.2% |
| 5Y | +62.1% | -12.3% | +74.4% | +65.2% |
| 10Y | +580.0% | +26.8% | +553.1% | +478.2% |
| All | +1,124.1% | +110.4% | +1,013.7% | +599.7% |
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