+580.0%
MSTR vs JAAA
+30.3%
+549.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.5% | -2.5% |
| 7D | -13.4% | +0.1% | -13.5% | -13.6% |
| 30D | -22.1% | +0.4% | -22.5% | -22.9% |
| 3M | +15.0% | +1.2% | +13.7% | +11.7% |
| 6M | -37.3% | +2.3% | -39.6% | -40.6% |
| YTD | -26.5% | +4.0% | -30.5% | -32.6% |
| 1Y | -46.5% | +4.8% | -51.3% | -51.6% |
| 3Y | +121.1% | +18.4% | +102.6% | +84.4% |
| 5Y | +37.5% | +27.5% | +10.0% | +1.1% |
| All | +580.0% | +30.3% | +549.7% | +326.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 10y: compounded portfolio wealth divided by compounded JAAA 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…
10y analysis · Full analysis span regression · 6 months rolling