-49.3%
MSTR vs PATH
-9.8%
-39.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.7% | -5.6% | -8.1% |
| 7D | -8.7% | -5.6% | -3.1% | -6.9% |
| 30D | -21.4% | -0.7% | -20.7% | -21.0% |
| 3M | +31.4% | -5.9% | +37.3% | +34.8% |
| 6M | -30.8% | +21.6% | -52.4% | -33.4% |
| YTD | -14.9% | -20.6% | +5.7% | -13.6% |
| 1Y | -49.3% | -10.6% | -38.7% | -49.8% |
| All | -49.3% | -9.8% | -39.5% | -49.8% |
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