-42.3%
MSTR vs PATH
-10.3%
-32.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.9% | +2.2% | +4.2% |
| 7D | -1.8% | -4.8% | +3.0% | -0.3% |
| 30D | -13.3% | +2.7% | -16.0% | -13.9% |
| 3M | +46.0% | -4.2% | +50.2% | +48.4% |
| 6M | -22.4% | +24.7% | -47.2% | -26.2% |
| YTD | -6.2% | -17.6% | +11.4% | -5.8% |
| 1Y | -42.3% | -5.3% | -37.0% | -45.9% |
| All | -42.3% | -10.3% | -32.0% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 1y: compounded portfolio wealth divided by compounded PATH 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…
1y analysis · Full analysis span regression · 6 months rolling