+2,137.7%
MSTR vs MPWR
+16,239.8%
-14,102.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -5.1% | +10.2% | +7.0% |
| 7D | -1.8% | +4.1% | -5.9% | -3.5% |
| 30D | -13.3% | -14.8% | +1.5% | -8.1% |
| 3M | +46.0% | -5.4% | +51.4% | +48.2% |
| 6M | -22.4% | -19.6% | -2.8% | -17.9% |
| YTD | -6.2% | +39.8% | -46.0% | -20.3% |
| 1Y | -42.3% | +32.5% | -74.8% | -50.1% |
| 3Y | +214.0% | +161.4% | +52.6% | +100.7% |
| 5Y | +78.2% | +144.5% | -66.3% | +18.8% |
| 10Y | +649.6% | +1,682.6% | -1,033.0% | +196.0% |
| All | +2,137.7% | +16,239.8% | -14,102.2% | +456.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling