-42.3%
MSTR vs JBL
+20.8%
-63.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -4.8% | +9.9% | +7.3% |
| 7D | -1.8% | -11.1% | +9.3% | +3.8% |
| 30D | -13.3% | -14.1% | +0.8% | -6.9% |
| 3M | +46.0% | -23.9% | +69.9% | +63.8% |
| 6M | -22.4% | -24.1% | +1.6% | -15.2% |
| YTD | -6.2% | +13.5% | -19.7% | -18.5% |
| 1Y | -42.3% | +23.7% | -66.0% | -52.8% |
| All | -42.3% | +20.8% | -63.1% | -52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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