+308.9%
MSTR vs ON
-25.0%
+333.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.8% |
| 7D | +12.2% | +2.4% | +9.7% | +11.3% |
| 30D | +45.2% | -3.3% | +48.5% | +46.8% |
| 3M | +10.4% | -43.6% | +54.0% | +34.3% |
| 6M | -2.5% | +19.0% | -21.4% | -16.1% |
| YTD | -6.0% | +37.4% | -43.4% | -24.9% |
| 1Y | -56.4% | +54.8% | -111.2% | -67.1% |
| All | +308.9% | -25.0% | +333.9% | +279.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling