+40.9%
MSTR vs MUB
+2.8%
+38.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.8% | -5.7% | -4.4% |
| 7D | -11.5% | -0.8% | -10.7% | -9.6% |
| 30D | -24.8% | +2.4% | -27.2% | -29.2% |
| 3M | +20.6% | -1.1% | +21.7% | +24.3% |
| 6M | -38.0% | -1.0% | -37.0% | -36.1% |
| YTD | -24.7% | -0.3% | -24.4% | -23.5% |
| 1Y | -49.1% | 0.0% | -49.1% | -48.5% |
| 3Y | +124.7% | +10.2% | +114.5% | +70.7% |
| 5Y | +40.9% | +2.9% | +38.0% | +27.1% |
| All | +40.9% | +2.8% | +38.2% | +27.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling