+40.4%
MSTR vs PAAS
+48.6%
-8.2%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.9% | -2.2% |
| 7D | -13.4% | -8.9% | -4.5% | -9.4% |
| 30D | -22.1% | -11.4% | -10.7% | -17.4% |
| 3M | +15.0% | -20.4% | +35.4% | +28.9% |
| 6M | -37.3% | -40.7% | +3.4% | -20.1% |
| YTD | -26.5% | -26.9% | +0.4% | -17.4% |
| 1Y | -46.5% | -3.1% | -43.4% | -47.9% |
| 3Y | +121.1% | +199.3% | -78.2% | +5.7% |
| All | +40.4% | +48.6% | -8.2% | +4.4% |
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