+142.3%
MSTR vs OPEN
-34.1%
+176.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.2% | -3.1% | +0.5% |
| 7D | -14.2% | -31.1% | +16.9% | -9.9% |
| 30D | -19.9% | -34.7% | +14.8% | -15.4% |
| 3M | +27.3% | -61.9% | +89.2% | +44.4% |
| 6M | -37.6% | -71.9% | +34.3% | -26.7% |
| YTD | -19.5% | -76.6% | +57.1% | -4.5% |
| 1Y | -47.1% | -83.9% | +36.8% | -34.6% |
| All | +142.3% | -34.1% | +176.4% | +109.5% |
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