+50.7%
MSTR vs ONON
-7.6%
+58.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.0% | +1.0% |
| 7D | -14.2% | -10.1% | -4.0% | -8.8% |
| 30D | -19.9% | -1.8% | -18.1% | -19.6% |
| 3M | +27.3% | +12.3% | +15.0% | +17.4% |
| 6M | -37.6% | +2.0% | -39.5% | -41.2% |
| YTD | -19.5% | -25.3% | +5.8% | -9.9% |
| 1Y | -47.1% | -1.3% | -45.8% | -51.4% |
| 3Y | +140.3% | +29.0% | +111.3% | +81.7% |
| All | +50.7% | -7.6% | +58.3% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 5y: compounded portfolio wealth divided by compounded ONON 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…
5y analysis · Full analysis span regression · 6 months rolling