-60.6%
MSTR vs ITOT
+16.9%
-77.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -1.1% |
| 7D | -11.2% | -2.0% | -9.2% | -5.3% |
| 30D | +33.8% | -2.0% | +35.7% | +43.1% |
| 3M | +11.5% | +4.5% | +6.9% | -1.3% |
| 6M | -7.2% | +12.6% | -19.8% | -32.9% |
| YTD | -15.4% | +12.0% | -27.4% | -36.4% |
| 1Y | -60.6% | +17.3% | -77.9% | -74.7% |
| All | -60.6% | +16.9% | -77.6% | -74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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