+731.6%
MSTR vs NDAQ
+382.2%
+349.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | +0.1% |
| 7D | +12.2% | -2.4% | +14.6% | +14.7% |
| 30D | +45.2% | +2.5% | +42.7% | +42.9% |
| 3M | +10.4% | +9.9% | +0.5% | +2.3% |
| 6M | -2.5% | +9.4% | -11.9% | -9.7% |
| YTD | -6.0% | +0.4% | -6.4% | -6.8% |
| 1Y | -56.4% | +4.0% | -60.4% | -58.2% |
| 3Y | +306.3% | +94.4% | +211.9% | +142.0% |
| 5Y | +100.5% | +56.7% | +43.8% | +40.0% |
| All | +731.6% | +382.2% | +349.5% | +269.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling