-58.6%
MSTR vs LH
+17.9%
-76.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -4.3% |
| 7D | +9.3% | -0.8% | +10.2% | +9.4% |
| 30D | +36.5% | +2.0% | +34.5% | +36.5% |
| 3M | +7.3% | +24.3% | -16.9% | +8.8% |
| 6M | +2.2% | +21.1% | -18.8% | +3.9% |
| YTD | -10.2% | +30.4% | -40.6% | -9.2% |
| 1Y | -58.6% | +18.4% | -77.0% | -58.3% |
| All | -58.6% | +17.9% | -76.5% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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