+180.5%
MSTR vs OPEN
-35.5%
+216.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -21.8% | +21.5% | +2.7% |
| 7D | -1.2% | -22.2% | +21.0% | +1.9% |
| 30D | -15.9% | -38.3% | +22.4% | -10.6% |
| 3M | +33.1% | -59.4% | +92.5% | +49.7% |
| 6M | -31.0% | -74.4% | +43.4% | -18.2% |
| YTD | -15.1% | -76.0% | +60.8% | +0.2% |
| 1Y | -45.6% | -78.7% | +33.0% | -35.2% |
| 3Y | +180.5% | -30.0% | +210.5% | +167.9% |
| All | +180.5% | -35.5% | +216.0% | +167.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling