-42.3%
MSTR vs MCHP
+25.9%
-68.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -3.3% | +8.4% | +6.2% |
| 7D | -1.8% | -5.4% | +3.6% | 0.0% |
| 30D | -13.3% | -7.5% | -5.8% | -11.1% |
| 3M | +46.0% | -6.0% | +52.0% | +48.1% |
| 6M | -22.4% | -20.1% | -2.4% | -18.5% |
| YTD | -6.2% | +20.2% | -26.4% | -14.6% |
| 1Y | -42.3% | +29.9% | -72.2% | -49.7% |
| All | -42.3% | +25.9% | -68.2% | -49.7% |
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