-46.5%
MSTR vs LTH
+79.8%
-126.2%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.2% | -4.6% | -2.7% |
| 7D | -13.4% | -1.3% | -12.2% | -13.3% |
| 30D | -22.1% | +15.7% | -37.7% | -23.1% |
| 3M | +15.0% | +5.0% | +10.0% | +14.8% |
| 6M | -37.3% | +37.7% | -75.0% | -41.9% |
| YTD | -26.5% | +75.0% | -101.6% | -34.8% |
| 1Y | -46.5% | +82.6% | -129.1% | -51.3% |
| All | -46.5% | +79.8% | -126.2% | -51.3% |
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