+49.9%
MSTR vs MPWR
+124.2%
-74.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.2% | -5.5% | -3.5% |
| 7D | -1.2% | -1.7% | +0.5% | -0.6% |
| 30D | -15.9% | -16.5% | +0.6% | -6.8% |
| 3M | +33.1% | -12.3% | +45.4% | +42.2% |
| 6M | -31.0% | -27.7% | -3.2% | -20.0% |
| YTD | -15.1% | +32.0% | -47.2% | -35.6% |
| 1Y | -45.6% | +25.1% | -70.7% | -57.4% |
| 3Y | +180.5% | +146.5% | +34.0% | +8.0% |
| All | +49.9% | +124.2% | -74.3% | -43.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling