+120.4%
MSTR vs MPWR
+153.3%
-32.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.9% |
| 7D | +12.2% | -2.6% | +14.7% | +14.0% |
| 30D | +45.2% | -9.0% | +54.2% | +53.4% |
| 3M | +10.4% | -25.8% | +36.2% | +28.9% |
| 6M | -2.5% | +11.8% | -14.2% | -14.9% |
| YTD | -6.0% | +35.5% | -41.5% | -28.8% |
| 1Y | -56.4% | +45.3% | -101.7% | -69.0% |
| 3Y | +306.3% | +138.5% | +167.8% | +63.1% |
| All | +120.4% | +153.3% | -32.9% | -19.6% |
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