+40.9%
MSTR vs NDAQ
+68.2%
-27.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.9% | -5.6% | -5.4% |
| 7D | -11.5% | +1.7% | -13.2% | -13.3% |
| 30D | -24.8% | +16.2% | -41.0% | -37.3% |
| 3M | +20.6% | +14.0% | +6.7% | +4.0% |
| 6M | -38.0% | +22.3% | -60.2% | -51.1% |
| YTD | -24.7% | +13.0% | -37.7% | -35.6% |
| 1Y | -49.1% | +24.0% | -73.1% | -61.4% |
| 3Y | +124.7% | +117.1% | +7.6% | -22.1% |
| 5Y | +40.9% | +67.5% | -26.6% | -43.8% |
| All | +40.9% | +68.2% | -27.2% | -43.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling