-23.7%
MSTR vs MDLN
+20.5%
-44.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.1% | -2.0% | +0.6% |
| 7D | -14.2% | +4.5% | -18.7% | -14.8% |
| 30D | -19.9% | +17.9% | -37.8% | -22.2% |
| 3M | +27.3% | +20.3% | +7.0% | +23.5% |
| 6M | -37.6% | +7.4% | -45.0% | -38.0% |
| YTD | -19.5% | +0.4% | -19.9% | -20.4% |
| All | -23.7% | +20.5% | -44.2% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 5y: compounded portfolio wealth divided by compounded MDLN 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…
5y analysis · Full analysis span regression · 6 months rolling