+120.4%
MSTR vs PAAS
+113.1%
+7.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -0.2% |
| 7D | +12.2% | -2.9% | +15.1% | +13.9% |
| 30D | +45.2% | +6.8% | +38.4% | +41.1% |
| 3M | +10.4% | -2.9% | +13.3% | +12.0% |
| 6M | -2.5% | -16.4% | +13.9% | +5.0% |
| YTD | -6.0% | 0.0% | -6.0% | -8.7% |
| 1Y | -56.4% | +54.3% | -110.7% | -66.6% |
| 3Y | +306.3% | +230.7% | +75.6% | +90.8% |
| All | +120.4% | +113.1% | +7.3% | +33.0% |
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