+49.5%
MSTR vs OPEN
-94.2%
+143.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.2% | -3.1% | 0.0% |
| 7D | -14.2% | -31.1% | +16.9% | -6.6% |
| 30D | -19.9% | -34.7% | +14.8% | -11.9% |
| 3M | +27.3% | -61.9% | +89.2% | +59.6% |
| 6M | -37.6% | -71.9% | +34.3% | -16.6% |
| YTD | -19.5% | -76.6% | +57.1% | +9.7% |
| 1Y | -47.1% | -83.9% | +36.8% | -21.6% |
| 3Y | +140.3% | -34.4% | +174.7% | +43.5% |
| 5Y | +49.5% | -93.9% | +143.5% | +84.9% |
| All | +49.5% | -94.2% | +143.7% | +84.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling