+46.2%
MSTR vs PAAS
+76.1%
-29.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.9% | -5.5% | -4.0% |
| 7D | -4.0% | +8.8% | -12.8% | -7.8% |
| 30D | -18.6% | -8.5% | -10.2% | -15.2% |
| 3M | +25.6% | -17.0% | +42.6% | +37.0% |
| 6M | -33.1% | -27.9% | -5.2% | -22.3% |
| YTD | -17.3% | -17.5% | +0.1% | -12.4% |
| 1Y | -48.1% | +22.8% | -70.9% | -55.1% |
| 3Y | +154.2% | +224.2% | -70.0% | +17.6% |
| 5Y | +46.2% | +73.6% | -27.4% | 0.0% |
| All | +46.2% | +76.1% | -29.9% | 0.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling