+554.5%
MSTR vs PAAS
+178.0%
+376.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.9% | -5.5% | -3.5% |
| 7D | -4.0% | +8.8% | -12.8% | -6.5% |
| 30D | -18.6% | -8.5% | -10.2% | -16.3% |
| 3M | +25.6% | -17.0% | +42.6% | +33.1% |
| 6M | -33.1% | -27.9% | -5.2% | -26.0% |
| YTD | -17.3% | -17.5% | +0.1% | -13.4% |
| 1Y | -48.1% | +22.8% | -70.9% | -51.8% |
| 3Y | +154.2% | +224.2% | -70.0% | +73.5% |
| 5Y | +46.2% | +73.6% | -27.4% | +14.6% |
| 10Y | +554.5% | +186.4% | +368.2% | +389.0% |
| All | +554.5% | +178.0% | +376.5% | +389.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling