-42.3%
MSTR vs LTH
+84.0%
-126.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +6.3% | -1.2% | +4.5% |
| 7D | -1.8% | +9.9% | -11.7% | -2.7% |
| 30D | -13.3% | +18.3% | -31.6% | -14.8% |
| 3M | +46.0% | +5.9% | +40.0% | +45.6% |
| 6M | -22.4% | +80.3% | -102.8% | -34.2% |
| YTD | -6.2% | +78.3% | -84.5% | -17.6% |
| 1Y | -42.3% | +81.0% | -123.3% | -49.1% |
| All | -42.3% | +84.0% | -126.3% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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