+308.9%
MSTR vs LIN
+27.3%
+281.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -0.9% |
| 7D | +12.2% | -2.1% | +14.3% | +13.3% |
| 30D | +45.2% | -2.4% | +47.6% | +46.7% |
| 3M | +10.4% | -5.6% | +16.0% | +13.2% |
| 6M | -2.5% | -3.4% | +0.9% | -1.9% |
| YTD | -6.0% | +13.1% | -19.1% | -15.6% |
| 1Y | -56.4% | +2.5% | -58.9% | -57.6% |
| All | +308.9% | +27.3% | +281.6% | +255.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling