+308.9%
MSTR vs MPWR
+138.8%
+170.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.8% |
| 7D | +12.2% | -2.6% | +14.7% | +13.5% |
| 30D | +45.2% | -9.0% | +54.2% | +51.1% |
| 3M | +10.4% | -25.8% | +36.2% | +24.0% |
| 6M | -2.5% | +11.8% | -14.2% | -10.9% |
| YTD | -6.0% | +35.5% | -41.5% | -22.1% |
| 1Y | -56.4% | +45.3% | -101.7% | -65.3% |
| All | +308.9% | +138.8% | +170.0% | +165.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling