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  • MSTR vs OPEN✓SelectedUSD · OPENMSTR vs OPEN performance historyLatest closeAs of-1.39%09/04
Stock and ETF performance explorer

MSTR vs OPEN

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+10.4%
OPEN return
-35.5%
Excess return
+45.9%
Maximum drawdown
-37.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3mo.

Portfolio and benchmark returns by period
PeriodPortfolioOPENExcessAlpha
1D-1.4%+0.6%-2.0%-1.7%
7D+12.2%-4.3%+16.4%+14.2%
30D+45.2%-16.2%+61.4%+54.9%
3M+10.4%-36.4%+46.7%+26.8%
All+10.4%-35.5%+45.9%+26.8%

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 3mo: 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…

3mo analysis · Full analysis span regression · Available span rolling