-56.4%
MSTR vs MCHP
+18.9%
-75.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -1.9% |
| 7D | +12.2% | +1.7% | +10.5% | +11.6% |
| 30D | +45.2% | -4.1% | +49.2% | +46.8% |
| 3M | +10.4% | -22.5% | +32.9% | +18.6% |
| 6M | -2.5% | +7.3% | -9.8% | -6.0% |
| YTD | -6.0% | +18.4% | -24.4% | -17.7% |
| 1Y | -56.4% | +18.1% | -74.5% | -60.4% |
| All | -56.4% | +18.9% | -75.3% | -60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP 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 MCHP 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