-47.4%
MSTR vs MET
+36.6%
-84.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.5% | -6.1% | -4.9% |
| 7D | -4.0% | +1.3% | -5.3% | -4.6% |
| 30D | -18.6% | +4.0% | -22.6% | -20.7% |
| 3M | +25.6% | +4.6% | +21.0% | +21.8% |
| 6M | -33.1% | +32.8% | -65.9% | -46.2% |
| YTD | -17.3% | +32.3% | -49.6% | -34.9% |
| All | -47.4% | +36.6% | -84.0% | -59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 1y: compounded portfolio wealth divided by compounded MET 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…
1y analysis · Full analysis span regression · 6 months rolling