+690.7%
MSTR vs MDT
+39.9%
+650.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.9% | -2.5% | -3.3% |
| 7D | +9.3% | +0.4% | +8.9% | +9.2% |
| 30D | +36.5% | +6.0% | +30.5% | +31.5% |
| 3M | +7.3% | +15.5% | -8.2% | -2.2% |
| 6M | +2.2% | +3.4% | -1.2% | -1.0% |
| YTD | -10.2% | -2.2% | -8.0% | -10.7% |
| 1Y | -58.6% | +2.6% | -61.2% | -60.1% |
| 3Y | +283.2% | +27.5% | +255.7% | +217.7% |
| 5Y | +113.8% | -20.1% | +133.8% | +128.8% |
| 10Y | +690.7% | +39.1% | +651.7% | +558.1% |
| All | +690.7% | +39.9% | +650.9% | +558.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 10y: compounded portfolio wealth divided by compounded MDT 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…
10y analysis · Full analysis span regression · 6 months rolling