+308.9%
MSTR vs MLM
+15.1%
+293.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -2.2% |
| 7D | +12.2% | -2.9% | +15.1% | +14.3% |
| 30D | +45.2% | -6.8% | +52.0% | +52.6% |
| 3M | +10.4% | -11.2% | +21.6% | +17.4% |
| 6M | -2.5% | -21.8% | +19.4% | +16.3% |
| YTD | -6.0% | -17.0% | +11.0% | +4.6% |
| 1Y | -56.4% | -16.4% | -40.0% | -52.2% |
| All | +308.9% | +15.1% | +293.7% | +250.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 3y: compounded portfolio wealth divided by compounded MLM 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…
3y analysis · Full analysis span regression · 6 months rolling