+3,735.6%
MSTR vs MOH
+1,334.3%
+2,401.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.2% |
| 7D | +12.2% | +0.4% | +11.8% | +12.1% |
| 30D | +45.2% | +2.9% | +42.3% | +44.1% |
| 3M | +10.4% | +4.1% | +6.2% | +9.0% |
| 6M | -2.5% | +33.8% | -36.3% | -8.4% |
| YTD | -6.0% | +15.7% | -21.7% | -11.2% |
| 1Y | -56.4% | +17.5% | -74.0% | -59.2% |
| 3Y | +306.3% | -35.3% | +341.6% | +307.6% |
| 5Y | +100.5% | -26.9% | +127.4% | +96.8% |
| 10Y | +741.1% | +262.9% | +478.2% | +460.4% |
| All | +3,735.6% | +1,334.3% | +2,401.3% | +1,536.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling