-2.5%
MSTR vs MUB
-2.0%
-0.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.6% |
| 7D | +12.2% | -0.9% | +13.0% | +18.2% |
| 30D | +45.2% | -1.4% | +46.6% | +58.3% |
| 3M | +10.4% | -2.2% | +12.5% | +26.0% |
| 6M | -2.5% | -1.9% | -0.6% | +10.2% |
| All | -2.5% | -2.0% | -0.5% | +10.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling