+1,019.3%
MSTR vs MRNA
+561.6%
+457.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -1.1% |
| 7D | +12.2% | +5.5% | +6.7% | +11.0% |
| 30D | +45.2% | +158.7% | -113.6% | +8.8% |
| 3M | +10.4% | +182.1% | -171.7% | -19.4% |
| 6M | -2.5% | +151.8% | -154.3% | -27.3% |
| YTD | -6.0% | +393.6% | -399.6% | -39.8% |
| 1Y | -56.4% | +499.5% | -555.9% | -73.5% |
| 3Y | +306.3% | +29.3% | +277.0% | +222.1% |
| 5Y | +100.5% | -65.1% | +165.6% | +80.0% |
| All | +1,019.3% | +561.6% | +457.7% | +810.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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