+2,162.7%
MSTR vs MKTX
+1,446.2%
+716.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +12.2% | +0.4% | +11.8% | +12.1% |
| 30D | +45.2% | +1.1% | +44.1% | +44.8% |
| 3M | +10.4% | +36.1% | -25.7% | +0.5% |
| 6M | -2.5% | -12.9% | +10.4% | -0.2% |
| YTD | -6.0% | -8.5% | +2.5% | -5.3% |
| 1Y | -56.4% | -7.5% | -48.9% | -56.4% |
| 3Y | +306.3% | -28.3% | +334.6% | +324.5% |
| 5Y | +100.5% | -63.3% | +163.8% | +151.6% |
| 10Y | +741.1% | +4.5% | +736.6% | +681.2% |
| All | +2,162.7% | +1,446.2% | +716.5% | +941.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling