-30.8%
MSTR vs MDB
+14.0%
-44.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -7.2% | -2.0% | -7.2% |
| 7D | -8.7% | -20.9% | +12.2% | -2.5% |
| 30D | -21.4% | -15.6% | -5.9% | -17.3% |
| 3M | +31.4% | -19.1% | +50.5% | +37.3% |
| 6M | -30.8% | +14.2% | -45.0% | -27.1% |
| All | -30.8% | +14.0% | -44.8% | -27.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling