-47.1%
MSTR vs ON
+51.6%
-98.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.8% | -4.7% | -0.7% |
| 7D | -14.2% | +3.3% | -17.5% | -15.1% |
| 30D | -19.9% | -3.1% | -16.7% | -19.1% |
| 3M | +27.3% | -9.2% | +36.6% | +30.1% |
| 6M | -37.6% | -31.4% | -6.2% | -33.3% |
| YTD | -19.5% | +36.0% | -55.4% | -36.9% |
| 1Y | -47.1% | +52.0% | -99.1% | -60.7% |
| All | -47.1% | +51.6% | -98.7% | -60.7% |
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