+40.9%
MSTR vs O
+9.8%
+31.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.5% | -6.0% | -6.1% |
| 7D | -11.5% | -0.4% | -11.1% | -11.3% |
| 30D | -24.8% | +8.3% | -33.1% | -29.4% |
| 3M | +20.6% | -4.0% | +24.6% | +24.2% |
| 6M | -38.0% | -2.6% | -35.3% | -37.4% |
| YTD | -24.7% | +9.9% | -34.6% | -32.0% |
| 1Y | -49.1% | +9.8% | -58.9% | -54.1% |
| 3Y | +124.7% | +39.7% | +85.0% | +47.2% |
| 5Y | +40.9% | +9.2% | +31.8% | +28.3% |
| All | +40.9% | +9.8% | +31.1% | +28.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling