-47.1%
MSTR vs IT
-15.3%
-31.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.1% | +0.7% |
| 7D | -14.2% | -6.8% | -7.3% | -13.2% |
| 30D | -19.9% | -0.6% | -19.3% | -20.5% |
| 3M | +27.3% | +3.1% | +24.3% | +25.4% |
| 6M | -37.6% | +25.5% | -63.0% | -39.3% |
| YTD | -19.5% | -23.5% | +4.0% | -26.7% |
| 1Y | -47.1% | -16.6% | -30.5% | -48.1% |
| All | -47.1% | -15.3% | -31.9% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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