+113.8%
MSTR vs LOW
+8.3%
+105.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.8% | -2.6% | -2.9% |
| 7D | +9.3% | +0.4% | +8.9% | +9.1% |
| 30D | +36.5% | -10.1% | +46.6% | +48.9% |
| 3M | +7.3% | -2.9% | +10.2% | +7.8% |
| 6M | +2.2% | -19.4% | +21.6% | +20.6% |
| YTD | -10.2% | -15.4% | +5.3% | 0.0% |
| 1Y | -58.6% | -24.9% | -33.7% | -49.0% |
| 3Y | +283.2% | -7.8% | +291.0% | +266.2% |
| 5Y | +113.8% | +8.4% | +105.4% | +70.4% |
| All | +113.8% | +8.3% | +105.5% | +70.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling