+495.5%
MSTR vs ON
+557.7%
-62.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.1% | -6.6% | -6.6% |
| 7D | -11.5% | +17.0% | -28.5% | -18.3% |
| 30D | -24.8% | -3.9% | -21.0% | -23.7% |
| 3M | +20.6% | -11.5% | +32.2% | +26.4% |
| 6M | -38.0% | -29.2% | -8.8% | -31.8% |
| YTD | -24.7% | +36.2% | -60.9% | -41.7% |
| 1Y | -49.1% | +49.6% | -98.7% | -62.6% |
| 3Y | +124.7% | +9.4% | +115.3% | +79.6% |
| 5Y | +40.9% | +25.8% | +15.1% | +7.1% |
| All | +495.5% | +557.7% | -62.2% | +163.9% |
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