+106.1%
MSTR vs LTH
+160.9%
-54.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.6% |
| 7D | +12.2% | -0.6% | +12.8% | +12.2% |
| 30D | +45.2% | -4.6% | +49.8% | +48.0% |
| 3M | +10.4% | +32.8% | -22.4% | -6.9% |
| 6M | -2.5% | +64.6% | -67.1% | -28.0% |
| YTD | -6.0% | +62.6% | -68.7% | -30.4% |
| 1Y | -56.4% | +49.9% | -106.4% | -66.5% |
| 3Y | +306.3% | +151.3% | +154.9% | +125.4% |
| All | +106.1% | +160.9% | -54.8% | +2.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling