-58.6%
MSTR vs IVZ
+51.7%
-110.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.2% | -2.2% | -2.5% |
| 7D | +9.3% | +1.1% | +8.2% | +8.7% |
| 30D | +36.5% | +3.1% | +33.4% | +33.5% |
| 3M | +7.3% | +18.2% | -10.8% | -6.9% |
| 6M | +2.2% | +38.6% | -36.4% | -22.4% |
| YTD | -10.2% | +25.9% | -36.1% | -26.7% |
| 1Y | -58.6% | +51.7% | -110.3% | -71.8% |
| All | -58.6% | +51.7% | -110.3% | -71.8% |
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