-49.1%
MSTR vs LNT
+10.8%
-59.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.8% | -5.7% | -6.8% |
| 7D | -11.5% | -0.5% | -11.0% | -11.7% |
| 30D | -24.8% | +9.9% | -34.7% | -22.0% |
| 3M | +20.6% | +4.8% | +15.9% | +23.8% |
| 6M | -38.0% | +2.2% | -40.1% | -36.3% |
| YTD | -24.7% | +15.9% | -40.6% | -24.0% |
| 1Y | -49.1% | +10.6% | -59.6% | -47.6% |
| All | -49.1% | +10.8% | -59.9% | -47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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