-58.6%
MSTR vs O
+9.0%
-67.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -4.3% |
| 7D | +9.3% | -0.6% | +9.9% | +9.5% |
| 30D | +36.5% | -2.0% | +38.5% | +37.1% |
| 3M | +7.3% | +3.0% | +4.3% | +5.4% |
| 6M | +2.2% | -3.6% | +5.9% | +4.3% |
| YTD | -10.2% | +12.1% | -22.2% | -20.3% |
| 1Y | -58.6% | +8.9% | -67.5% | -61.9% |
| All | -58.6% | +9.0% | -67.7% | -61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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