+40.4%
MSTR vs MOH
-33.1%
+73.5%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.3% | -2.4% |
| 7D | -13.4% | +0.2% | -13.7% | -13.4% |
| 30D | -22.1% | +0.1% | -22.2% | -22.0% |
| 3M | +15.0% | +1.8% | +13.1% | +14.9% |
| 6M | -37.3% | +9.1% | -46.4% | -37.6% |
| YTD | -26.5% | +20.7% | -47.3% | -28.5% |
| 1Y | -46.5% | +51.3% | -97.8% | -50.1% |
| 3Y | +121.1% | -42.0% | +163.1% | +141.3% |
| All | +40.4% | -33.1% | +73.5% | +31.4% |
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