-42.3%
MSTR vs NDAQ
+28.8%
-71.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.6% | +2.5% | +3.2% |
| 7D | -1.8% | +3.9% | -5.7% | -4.6% |
| 30D | -13.3% | +19.0% | -32.3% | -24.6% |
| 3M | +46.0% | +17.6% | +28.4% | +29.3% |
| 6M | -22.4% | +21.0% | -43.4% | -32.6% |
| YTD | -6.2% | +14.1% | -20.3% | -16.0% |
| 1Y | -42.3% | +29.4% | -71.7% | -48.7% |
| All | -42.3% | +28.8% | -71.1% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 1y: compounded portfolio wealth divided by compounded NDAQ 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…
1y analysis · Full analysis span regression · 6 months rolling