+1,757.2%
MSTR vs MUB
+78.3%
+1,679.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.4% |
| 7D | -1.2% | +0.7% | -1.9% | -1.8% |
| 30D | -15.9% | +4.4% | -20.3% | -18.8% |
| 3M | +33.1% | -0.2% | +33.3% | +33.3% |
| 6M | -31.0% | -0.6% | -30.4% | -30.6% |
| YTD | -15.1% | +0.3% | -15.5% | -15.2% |
| 1Y | -45.6% | +0.8% | -46.4% | -45.8% |
| 3Y | +180.5% | +12.0% | +168.5% | +159.0% |
| 5Y | +61.7% | +3.4% | +58.2% | +56.5% |
| 10Y | +578.0% | +20.7% | +557.3% | +539.9% |
| All | +1,757.2% | +78.3% | +1,679.0% | +1,373.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling