-60.6%
MSTR vs MKTX
-10.9%
-49.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | -11.2% | -0.2% | -11.1% | -11.2% |
| 30D | +33.8% | +0.8% | +33.0% | +33.7% |
| 3M | +11.5% | +41.1% | -29.7% | +11.1% |
| 6M | -7.2% | -9.5% | +2.4% | -15.2% |
| YTD | -15.4% | -8.7% | -6.7% | -24.3% |
| 1Y | -60.6% | -10.0% | -50.7% | -66.2% |
| All | -60.6% | -10.9% | -49.7% | -66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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