-42.3%
MSTR vs IVZ
+30.5%
-72.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.2% | +0.9% | +1.2% |
| 7D | -1.8% | +2.6% | -4.5% | -4.0% |
| 30D | -13.3% | -3.5% | -9.8% | -10.3% |
| 3M | +46.0% | -7.4% | +53.4% | +57.3% |
| 6M | -22.4% | +14.7% | -37.2% | -29.6% |
| YTD | -6.2% | +14.6% | -20.8% | -15.1% |
| 1Y | -42.3% | +30.7% | -73.0% | -49.1% |
| All | -42.3% | +30.5% | -72.8% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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