+1,252.0%
MSTR vs MDY
+1,358.5%
-106.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.6% |
| 7D | +12.2% | +0.1% | +12.0% | +12.2% |
| 30D | +45.2% | -1.5% | +46.7% | +48.2% |
| 3M | +10.4% | +0.8% | +9.6% | +9.5% |
| 6M | -2.5% | +7.4% | -9.9% | -10.2% |
| YTD | -6.0% | +15.2% | -21.2% | -20.0% |
| 1Y | -56.4% | +16.5% | -72.9% | -63.2% |
| 3Y | +306.3% | +46.8% | +259.5% | +176.9% |
| 5Y | +100.5% | +46.0% | +54.5% | +60.3% |
| 10Y | +741.1% | +172.1% | +569.0% | +211.0% |
| All | +1,252.0% | +1,358.5% | -106.5% | -50.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling