-49.1%
MSTR vs IVV
+11.9%
-60.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.3% | -6.2% | -5.6% |
| 7D | -11.5% | +3.3% | -14.9% | -20.3% |
| 30D | -24.8% | -2.7% | -22.2% | -17.4% |
| 3M | +20.6% | -1.7% | +22.3% | +29.9% |
| 6M | -38.0% | +3.2% | -41.1% | -41.9% |
| YTD | -24.7% | +12.0% | -36.7% | -42.0% |
| 1Y | -49.1% | +12.1% | -61.2% | -60.8% |
| All | -49.1% | +11.9% | -60.9% | -60.8% |
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