+113.8%
MSTR vs MDY
+47.1%
+66.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.7% | -2.9% |
| 7D | +9.3% | +1.0% | +8.3% | +7.2% |
| 30D | +36.5% | -3.1% | +39.6% | +46.7% |
| 3M | +7.3% | +1.8% | +5.5% | +2.7% |
| 6M | +2.2% | +10.8% | -8.6% | -18.7% |
| YTD | -10.2% | +14.4% | -24.6% | -32.6% |
| 1Y | -58.6% | +15.2% | -73.8% | -69.3% |
| 3Y | +283.2% | +51.2% | +232.0% | +61.1% |
| 5Y | +113.8% | +47.2% | +66.5% | +11.1% |
| All | +113.8% | +47.1% | +66.6% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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