-56.4%
MSTR vs MDB
+18.3%
-74.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.1% | +2.7% | -0.1% |
| 7D | +12.2% | -17.4% | +29.6% | +18.9% |
| 30D | +45.2% | -2.0% | +47.2% | +44.8% |
| 3M | +10.4% | -3.0% | +13.4% | +9.5% |
| 6M | -2.5% | +48.7% | -51.2% | -17.9% |
| YTD | -6.0% | -12.1% | +6.1% | -4.9% |
| 1Y | -56.4% | +14.5% | -70.9% | -61.6% |
| All | -56.4% | +18.3% | -74.7% | -61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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