+304.5%
MSTR vs MDT
+28.5%
+276.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.7% |
| 7D | +12.2% | +3.2% | +8.9% | +11.1% |
| 30D | +45.2% | +9.5% | +35.7% | +40.6% |
| 3M | +10.4% | +16.0% | -5.6% | +4.2% |
| 6M | -2.5% | +0.2% | -2.7% | -1.0% |
| YTD | -6.0% | -0.3% | -5.7% | -5.1% |
| 1Y | -56.4% | +4.7% | -61.1% | -57.1% |
| All | +304.5% | +28.5% | +276.0% | +269.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling