-56.4%
MSTR vs LOW
-20.7%
-35.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -1.5% |
| 7D | +12.2% | -1.7% | +13.9% | +12.1% |
| 30D | +45.2% | -7.0% | +52.2% | +45.4% |
| 3M | +10.4% | -0.9% | +11.3% | +10.6% |
| 6M | -2.5% | -20.1% | +17.6% | -3.9% |
| YTD | -6.0% | -13.9% | +7.9% | -1.2% |
| 1Y | -56.4% | -21.1% | -35.3% | -50.2% |
| All | -56.4% | -20.7% | -35.7% | -50.2% |
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