+62.1%
MSTR vs PAAS
+75.8%
-13.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.2% | -7.1% | -8.2% |
| 7D | -8.7% | -0.4% | -8.3% | -8.4% |
| 30D | -21.4% | -11.6% | -9.8% | -16.5% |
| 3M | +31.4% | -15.6% | +47.0% | +42.4% |
| 6M | -30.8% | -19.1% | -11.7% | -24.0% |
| YTD | -14.9% | -20.9% | +6.0% | -7.9% |
| 1Y | -49.3% | +21.3% | -70.6% | -55.9% |
| 3Y | +184.8% | +177.4% | +7.4% | +43.5% |
| 5Y | +62.1% | +71.3% | -9.2% | +13.1% |
| All | +62.1% | +75.8% | -13.7% | +13.1% |
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