+1,102.9%
MSTR vs MP
+450.8%
+652.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -1.9% |
| 7D | +12.2% | -2.9% | +15.0% | +13.2% |
| 30D | +45.2% | +13.8% | +31.3% | +37.5% |
| 3M | +10.4% | -16.7% | +27.1% | +16.6% |
| 6M | -2.5% | -11.5% | +9.0% | -1.3% |
| YTD | -6.0% | +7.9% | -14.0% | -11.8% |
| 1Y | -56.4% | -15.0% | -41.4% | -57.4% |
| 3Y | +306.3% | +153.5% | +152.8% | +105.8% |
| 5Y | +100.5% | +58.7% | +41.8% | +29.3% |
| All | +1,102.9% | +450.8% | +652.1% | +509.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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