+103.8%
MSTR vs MOH
-19.7%
+123.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.0% | -0.1% | +1.8% |
| 7D | -8.3% | +1.7% | -10.0% | -8.3% |
| 30D | +38.1% | -0.9% | +39.0% | +38.1% |
| 3M | +9.0% | +5.7% | +3.3% | +8.6% |
| 6M | -5.3% | +39.1% | -44.4% | -7.8% |
| YTD | -13.8% | +17.7% | -31.5% | -16.1% |
| 1Y | -59.8% | +8.4% | -68.2% | -60.6% |
| 3Y | +282.2% | -36.6% | +318.8% | +289.0% |
| All | +103.8% | -19.7% | +123.4% | +93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 5y: compounded portfolio wealth divided by compounded MOH 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…
5y analysis · Full analysis span regression · 6 months rolling