+731.6%
MSTR vs MUB
+17.9%
+713.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +12.2% | -0.9% | +13.0% | +13.7% |
| 30D | +45.2% | -1.4% | +46.6% | +48.6% |
| 3M | +10.4% | -2.2% | +12.5% | +14.5% |
| 6M | -2.5% | -1.9% | -0.6% | +0.9% |
| YTD | -6.0% | -0.8% | -5.2% | -4.4% |
| 1Y | -56.4% | +2.7% | -59.1% | -57.9% |
| 3Y | +306.3% | +8.6% | +297.7% | +259.1% |
| 5Y | +100.5% | +2.0% | +98.4% | +91.8% |
| All | +731.6% | +17.9% | +713.8% | +733.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling