+2,141.8%
MSTR vs MPWR
+15,734.2%
-13,592.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.7% |
| 7D | +12.2% | -2.6% | +14.7% | +13.3% |
| 30D | +45.2% | -9.0% | +54.2% | +50.3% |
| 3M | +10.4% | -25.8% | +36.2% | +21.8% |
| 6M | -2.5% | +11.8% | -14.2% | -8.9% |
| YTD | -6.0% | +35.5% | -41.5% | -18.9% |
| 1Y | -56.4% | +45.3% | -101.7% | -63.6% |
| 3Y | +306.3% | +138.5% | +167.8% | +168.3% |
| 5Y | +100.5% | +152.8% | -52.3% | +33.4% |
| 10Y | +741.1% | +1,616.6% | -875.5% | +237.9% |
| All | +2,141.8% | +15,734.2% | -13,592.4% | +466.8% |
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