+5,329.7%
MSTR vs OVV
+162.8%
+5,166.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.0% |
| 7D | +12.2% | +0.3% | +11.9% | +12.0% |
| 30D | +45.2% | +11.7% | +33.4% | +41.2% |
| 3M | +10.4% | +9.8% | +0.6% | +7.4% |
| 6M | -2.5% | +26.6% | -29.0% | -9.0% |
| YTD | -6.0% | +67.0% | -73.0% | -17.9% |
| 1Y | -56.4% | +55.9% | -112.3% | -61.4% |
| 3Y | +306.3% | +45.5% | +260.8% | +260.7% |
| 5Y | +100.5% | +157.3% | -56.9% | +57.4% |
| 10Y | +741.1% | +65.0% | +676.1% | +459.7% |
| All | +5,329.7% | +162.8% | +5,166.9% | +2,361.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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