-42.3%
MSTR vs MGY
+8.9%
-51.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -5.2% | +10.3% | +3.7% |
| 7D | -1.8% | -12.1% | +10.3% | -4.8% |
| 30D | -13.3% | -2.6% | -10.7% | -13.7% |
| 3M | +46.0% | -4.2% | +50.2% | +45.5% |
| 6M | -22.4% | -23.9% | +1.5% | -22.2% |
| YTD | -6.2% | +8.8% | -15.0% | -18.0% |
| 1Y | -42.3% | +9.5% | -51.8% | -50.2% |
| All | -42.3% | +8.9% | -51.2% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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