+121.1%
MSTR vs ON
+7.1%
+114.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.6% | +1.2% | -0.9% |
| 7D | -13.4% | +12.2% | -25.7% | -17.9% |
| 30D | -22.1% | -3.1% | -18.9% | -21.3% |
| 3M | +15.0% | -12.9% | +27.8% | +20.7% |
| 6M | -37.3% | -38.6% | +1.3% | -27.0% |
| YTD | -26.5% | +31.2% | -57.8% | -42.4% |
| 1Y | -46.5% | +47.6% | -94.1% | -60.7% |
| 3Y | +121.1% | +6.6% | +114.5% | +97.0% |
| All | +121.1% | +7.1% | +114.0% | +97.0% |
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