+554.5%
MSTR vs ON
+527.7%
+26.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +9.2% | -11.8% | -7.0% |
| 7D | -4.0% | -1.4% | -2.5% | -3.7% |
| 30D | -18.6% | -10.9% | -7.8% | -14.3% |
| 3M | +25.6% | -14.9% | +40.4% | +34.1% |
| 6M | -33.1% | -33.0% | 0.0% | -24.3% |
| YTD | -17.3% | +27.6% | -45.0% | -33.9% |
| 1Y | -48.1% | +44.5% | -92.6% | -61.2% |
| 3Y | +154.2% | +7.4% | +146.8% | +105.0% |
| 5Y | +46.2% | +18.7% | +27.5% | +14.4% |
| 10Y | +554.5% | +516.0% | +38.6% | +200.8% |
| All | +554.5% | +527.7% | +26.8% | +200.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling