-45.6%
MSTR vs LIN
+25.4%
-71.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.9% | -0.5% |
| 7D | -1.2% | +0.2% | -1.4% | -1.2% |
| 30D | -15.9% | +6.5% | -22.4% | -14.9% |
| 3M | +33.1% | +5.5% | +27.6% | +34.8% |
| 6M | -31.0% | +3.3% | -34.3% | -29.6% |
| YTD | -15.1% | +22.0% | -37.2% | -11.2% |
| 1Y | -45.6% | +25.7% | -71.4% | -41.8% |
| All | -45.6% | +25.4% | -71.1% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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