-56.4%
MSTR vs PATH
+39.0%
-95.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -16.6% | +15.2% | +3.0% |
| 7D | +12.2% | -16.3% | +28.5% | +17.1% |
| 30D | +45.2% | +9.9% | +35.3% | +42.1% |
| 3M | +10.4% | +30.2% | -19.8% | +3.5% |
| 6M | -2.5% | +37.2% | -39.7% | -10.4% |
| YTD | -6.0% | -7.3% | +1.3% | -7.5% |
| 1Y | -56.4% | +40.0% | -96.4% | -57.1% |
| All | -56.4% | +39.0% | -95.4% | -57.1% |
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