-31.0%
MSTR vs MUB
-0.7%
-30.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.6% |
| 7D | -1.2% | +0.7% | -1.9% | -3.5% |
| 30D | -15.9% | +4.4% | -20.3% | -29.2% |
| 3M | +33.1% | -0.2% | +33.3% | +44.4% |
| 6M | -31.0% | -0.6% | -30.4% | -22.4% |
| All | -31.0% | -0.7% | -30.3% | -22.4% |
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