-42.3%
MSTR vs LOW
-0.5%
-41.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +7.5% | -2.4% | +4.5% |
| 7D | -1.8% | +15.6% | -17.4% | -2.7% |
| 30D | -13.3% | +28.6% | -41.9% | -14.9% |
| 3M | +46.0% | +5.8% | +40.1% | +45.2% |
| 6M | -22.4% | +3.8% | -26.3% | -22.0% |
| YTD | -6.2% | -2.8% | -3.4% | +0.3% |
| 1Y | -42.3% | -1.4% | -40.9% | -37.2% |
| All | -42.3% | -0.5% | -41.8% | -37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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