-45.6%
MSTR vs IVV
+9.9%
-55.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -1.3% |
| 7D | -1.2% | -2.7% | +1.5% | +7.5% |
| 30D | -15.9% | -5.4% | -10.6% | +0.8% |
| 3M | +33.1% | -4.1% | +37.2% | +54.7% |
| 6M | -31.0% | +0.7% | -31.7% | -30.0% |
| YTD | -15.1% | +8.7% | -23.9% | -27.8% |
| 1Y | -45.6% | +11.0% | -56.6% | -55.1% |
| All | -45.6% | +9.9% | -55.6% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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