-45.6%
MSTR vs MPWR
+20.4%
-66.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.2% | -5.5% | -2.3% |
| 7D | -1.2% | -1.7% | +0.5% | -0.7% |
| 30D | -15.9% | -16.5% | +0.6% | -10.3% |
| 3M | +33.1% | -12.3% | +45.4% | +38.7% |
| 6M | -31.0% | -27.7% | -3.2% | -23.3% |
| YTD | -15.1% | +32.0% | -47.2% | -26.1% |
| 1Y | -45.6% | +25.1% | -70.7% | -52.1% |
| All | -45.6% | +20.4% | -66.1% | -52.1% |
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