-60.6%
MSTR vs MGY
+21.4%
-82.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.1% |
| 7D | -11.2% | +1.8% | -13.0% | -11.1% |
| 30D | +33.8% | +6.5% | +27.3% | +34.4% |
| 3M | +11.5% | +0.3% | +11.1% | +13.5% |
| 6M | -7.2% | -2.4% | -4.8% | -7.9% |
| YTD | -15.4% | +29.0% | -44.4% | -24.7% |
| 1Y | -60.6% | +17.0% | -77.7% | -64.8% |
| All | -60.6% | +21.4% | -82.0% | -64.8% |
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