+951.3%
MSTR vs OPEN
-86.9%
+1,038.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.3% | -2.8% |
| 7D | -4.0% | -21.7% | +17.7% | +1.2% |
| 30D | -18.6% | -36.5% | +17.9% | -9.9% |
| 3M | +25.6% | -59.5% | +85.1% | +55.5% |
| 6M | -33.1% | -71.9% | +38.8% | -10.4% |
| YTD | -17.3% | -75.8% | +58.5% | +12.1% |
| 1Y | -48.1% | -78.5% | +30.4% | -28.7% |
| 3Y | +154.2% | -30.2% | +184.4% | +54.2% |
| 5Y | +46.2% | -93.3% | +139.5% | +57.9% |
| All | +951.3% | -86.9% | +1,038.2% | +865.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling