+115.7%
MSTR vs ONON
-23.0%
+138.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.6% | -1.8% | -3.0% |
| 7D | +9.3% | -1.7% | +11.0% | +10.6% |
| 30D | +36.5% | -27.4% | +63.9% | +59.6% |
| 3M | +7.3% | -26.5% | +33.8% | +23.1% |
| 6M | +2.2% | -34.2% | +36.5% | +23.6% |
| YTD | -10.2% | -41.3% | +31.2% | +15.8% |
| 1Y | -58.6% | -39.7% | -18.9% | -48.5% |
| 3Y | +283.2% | -7.8% | +291.0% | +257.8% |
| All | +115.7% | -23.0% | +138.6% | +77.5% |
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