-45.6%
MSTR vs MS
+12.8%
-58.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | +0.3% |
| 7D | -1.2% | -1.6% | +0.3% | +0.7% |
| 30D | -15.9% | -3.8% | -12.2% | -12.1% |
| 3M | +33.1% | -14.6% | +47.7% | +55.0% |
| 6M | -31.0% | -5.1% | -25.9% | -27.2% |
| YTD | -15.1% | +4.5% | -19.7% | -20.0% |
| 1Y | -45.6% | +13.5% | -59.2% | -52.8% |
| All | -45.6% | +12.8% | -58.4% | -52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 1y: compounded portfolio wealth divided by compounded MS 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…
1y analysis · Full analysis span regression · 6 months rolling