-42.3%
MSTR vs ON
+41.6%
-83.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.9% | +7.0% | +5.7% |
| 7D | -1.8% | -5.8% | +4.0% | 0.0% |
| 30D | -13.3% | -17.1% | +3.8% | -8.4% |
| 3M | +46.0% | -11.8% | +57.8% | +50.6% |
| 6M | -22.4% | -30.2% | +7.7% | -17.9% |
| YTD | -6.2% | +31.6% | -37.8% | -26.8% |
| 1Y | -42.3% | +47.6% | -89.8% | -58.3% |
| All | -42.3% | +41.6% | -83.9% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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