+120.4%
MSTR vs PATH
-76.4%
+196.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -16.6% | +15.2% | +7.8% |
| 7D | +12.2% | -16.3% | +28.5% | +22.6% |
| 30D | +45.2% | +9.9% | +35.3% | +36.4% |
| 3M | +10.4% | +30.2% | -19.8% | -6.6% |
| 6M | -2.5% | +37.2% | -39.7% | -23.0% |
| YTD | -6.0% | -7.3% | +1.3% | -8.4% |
| 1Y | -56.4% | +40.0% | -96.4% | -69.7% |
| 3Y | +306.3% | -4.4% | +310.7% | +222.2% |
| All | +120.4% | -76.4% | +196.8% | +182.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling