+1,095.4%
MSTR vs OPEN
-70.7%
+1,166.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.6% |
| 7D | +12.2% | -4.3% | +16.4% | +13.4% |
| 30D | +45.2% | -16.2% | +61.4% | +51.6% |
| 3M | +10.4% | -36.4% | +46.7% | +22.5% |
| 6M | -2.5% | -35.5% | +33.0% | +6.6% |
| YTD | -6.0% | -46.0% | +39.9% | +5.6% |
| 1Y | -56.4% | -47.1% | -9.3% | -56.7% |
| 3Y | +306.3% | -19.0% | +325.3% | +154.7% |
| 5Y | +100.5% | -83.6% | +184.1% | +70.9% |
| All | +1,095.4% | -70.7% | +1,166.1% | +809.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling