-42.3%
MSTR vs IR
+11.7%
-54.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.2% |
| 7D | -1.8% | +11.6% | -13.4% | -4.9% |
| 30D | -13.3% | +7.2% | -20.5% | -14.9% |
| 3M | +46.0% | -5.9% | +51.9% | +48.4% |
| 6M | -22.4% | +11.5% | -33.9% | -26.3% |
| YTD | -6.2% | +6.3% | -12.5% | -3.2% |
| 1Y | -42.3% | +9.1% | -51.4% | -40.4% |
| All | -42.3% | +11.7% | -54.0% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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