+1,249.5%
MSTR vs IP
+119.1%
+1,130.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.5% | +3.6% | +4.5% |
| 7D | -1.8% | +3.4% | -5.2% | -3.2% |
| 30D | -13.3% | +11.2% | -24.5% | -16.8% |
| 3M | +46.0% | -14.8% | +60.8% | +54.2% |
| 6M | -22.4% | +17.3% | -39.7% | -28.5% |
| YTD | -6.2% | -6.2% | 0.0% | -6.5% |
| 1Y | -42.3% | +2.3% | -44.6% | -44.6% |
| 3Y | +214.0% | +17.7% | +196.3% | +183.4% |
| 5Y | +78.2% | -8.4% | +86.6% | +78.6% |
| 10Y | +649.6% | +32.1% | +617.5% | +527.3% |
| All | +1,249.5% | +119.1% | +1,130.4% | +659.0% |
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