+40.4%
MSTR vs OPEN
-94.8%
+135.2%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.6% | +1.2% | -1.5% |
| 7D | -13.4% | -15.0% | +1.6% | -9.9% |
| 30D | -22.1% | -40.2% | +18.1% | -12.4% |
| 3M | +15.0% | -67.4% | +82.4% | +49.9% |
| 6M | -37.3% | -74.0% | +36.7% | -14.6% |
| YTD | -26.5% | -79.6% | +53.0% | +3.6% |
| 1Y | -46.5% | -86.1% | +39.6% | -17.6% |
| 3Y | +121.1% | -41.4% | +162.5% | +35.2% |
| All | +40.4% | -94.8% | +135.2% | +78.6% |
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 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