-42.3%
MSTR vs MPWR
+31.4%
-73.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -5.1% | +10.2% | +7.0% |
| 7D | -1.8% | +4.1% | -5.9% | -3.6% |
| 30D | -13.3% | -14.8% | +1.5% | -8.2% |
| 3M | +46.0% | -5.4% | +51.4% | +47.9% |
| 6M | -22.4% | -19.6% | -2.8% | -17.5% |
| YTD | -6.2% | +39.8% | -46.0% | -23.6% |
| 1Y | -42.3% | +32.5% | -74.8% | -52.0% |
| All | -42.3% | +31.4% | -73.7% | -52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 1y: compounded portfolio wealth divided by compounded MPWR 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…
1y analysis · Full analysis span regression · 6 months rolling