+40.9%
MSTR vs PAAS
+51.0%
-10.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.1% | -2.4% | -4.5% |
| 7D | -11.5% | -7.0% | -4.5% | -8.4% |
| 30D | -24.8% | -15.3% | -9.5% | -18.6% |
| 3M | +20.6% | -27.7% | +48.4% | +40.8% |
| 6M | -38.0% | -40.5% | +2.5% | -21.1% |
| YTD | -24.7% | -26.5% | +1.8% | -15.6% |
| 1Y | -49.1% | -0.8% | -48.3% | -51.0% |
| 3Y | +124.7% | +196.9% | -72.2% | +8.0% |
| 5Y | +40.9% | +49.2% | -8.2% | +7.1% |
| All | +40.9% | +51.0% | -10.0% | +7.1% |
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