-22.4%
MSTR vs PATH
+26.6%
-49.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.9% | +2.2% | +3.9% |
| 7D | -1.8% | -4.8% | +3.0% | +0.2% |
| 30D | -13.3% | +2.7% | -16.0% | -14.0% |
| 3M | +46.0% | -4.2% | +50.2% | +49.0% |
| 6M | -22.4% | +24.7% | -47.2% | -26.3% |
| All | -22.4% | +26.6% | -49.0% | -26.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling