+979.3%
MSTR vs OPEN
-87.0%
+1,066.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -21.8% | +21.5% | +5.1% |
| 7D | -1.2% | -22.2% | +21.0% | +4.3% |
| 30D | -15.9% | -38.3% | +22.4% | -6.2% |
| 3M | +33.1% | -59.4% | +92.5% | +64.7% |
| 6M | -31.0% | -74.4% | +43.4% | -5.5% |
| YTD | -15.1% | -76.0% | +60.8% | +15.3% |
| 1Y | -45.6% | -78.7% | +33.0% | -25.2% |
| 3Y | +180.5% | -30.0% | +210.5% | +69.4% |
| 5Y | +61.7% | -93.7% | +155.4% | +77.7% |
| All | +979.3% | -87.0% | +1,066.3% | +893.1% |
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