+142.3%
MSTR vs NDAQ
+120.1%
+22.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.3% |
| 7D | -14.2% | 0.0% | -14.1% | -14.1% |
| 30D | -19.9% | +16.3% | -36.2% | -30.5% |
| 3M | +27.3% | +15.8% | +11.5% | +11.8% |
| 6M | -37.6% | +24.8% | -62.4% | -48.9% |
| YTD | -19.5% | +14.1% | -33.5% | -28.6% |
| 1Y | -47.1% | +26.5% | -73.6% | -57.8% |
| All | +142.3% | +120.1% | +22.2% | +30.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling