+4,816.3%
MSTR vs OVV
+148.3%
+4,668.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.9% | -6.4% | -8.6% |
| 7D | -8.7% | -14.9% | +6.2% | -5.4% |
| 30D | -21.4% | -0.9% | -20.5% | -21.6% |
| 3M | +31.4% | +5.6% | +25.9% | +28.8% |
| 6M | -30.8% | -2.5% | -28.3% | -31.4% |
| YTD | -14.9% | +57.8% | -72.7% | -25.1% |
| 1Y | -49.3% | +70.1% | -119.4% | -56.3% |
| 3Y | +184.8% | +35.1% | +149.7% | +156.2% |
| 5Y | +62.1% | +86.1% | -23.9% | +35.1% |
| 10Y | +580.0% | +55.5% | +524.4% | +360.1% |
| All | +4,816.3% | +148.3% | +4,668.0% | +2,144.3% |
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