+120.4%
MSTR vs LIN
+61.6%
+58.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -0.5% |
| 7D | +12.2% | -2.1% | +14.3% | +14.3% |
| 30D | +45.2% | -2.4% | +47.6% | +47.9% |
| 3M | +10.4% | -5.6% | +16.0% | +15.0% |
| 6M | -2.5% | -3.4% | +0.9% | -1.7% |
| YTD | -6.0% | +13.1% | -19.1% | -20.2% |
| 1Y | -56.4% | +2.5% | -58.9% | -59.1% |
| 3Y | +306.3% | +27.6% | +278.7% | +189.6% |
| All | +120.4% | +61.6% | +58.8% | +22.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling