-49.3%
MSTR vs IT
-18.2%
-31.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.1% | -2.5% | -3.4% |
| 7D | -10.7% | -7.5% | -3.2% | -9.7% |
| 30D | -21.6% | -1.2% | -20.4% | -22.2% |
| 3M | +24.4% | -2.2% | +26.6% | +23.2% |
| 6M | -35.5% | +19.1% | -54.5% | -36.6% |
| YTD | -20.3% | -25.1% | +4.8% | -27.6% |
| 1Y | -49.3% | -17.4% | -31.9% | -49.8% |
| All | -49.3% | -18.2% | -31.1% | -49.8% |
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