+25,180.4%
MSTR vs NDAQ
+2,593.6%
+22,586.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -1.2% | +0.8% | -2.0% | -1.4% |
| 30D | -15.9% | +16.5% | -32.5% | -20.5% |
| 3M | +33.1% | +13.5% | +19.6% | +27.7% |
| 6M | -31.0% | +20.9% | -51.9% | -35.3% |
| YTD | -15.1% | +11.4% | -26.6% | -18.1% |
| 1Y | -45.6% | +25.9% | -71.6% | -49.7% |
| 3Y | +180.5% | +119.9% | +60.7% | +118.3% |
| 5Y | +61.7% | +61.7% | -0.1% | +41.6% |
| 10Y | +578.0% | +481.6% | +96.4% | +320.8% |
| All | +25,180.4% | +2,593.6% | +22,586.8% | +12,254.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling