+449.7%
MSTR vs PBR
+1,607.0%
-1,157.3%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +1.6% | -8.1% | -6.8% |
| 7D | -11.5% | -3.7% | -7.8% | -10.8% |
| 30D | -24.8% | -29.0% | +4.2% | -19.3% |
| 3M | +20.6% | +4.9% | +15.7% | +18.3% |
| 6M | -38.0% | -8.4% | -29.5% | -37.5% |
| YTD | -24.7% | +59.4% | -84.1% | -33.6% |
| 1Y | -49.1% | +45.5% | -94.6% | -54.1% |
| 3Y | +124.7% | +67.4% | +57.3% | +94.3% |
| 5Y | +40.9% | +453.0% | -412.0% | -8.9% |
| 10Y | +481.5% | +555.9% | -74.4% | +216.2% |
| All | +449.7% | +1,607.0% | -1,157.3% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 all: compounded portfolio wealth divided by compounded PBR 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…
all analysis · Full analysis span regression · 6 months rolling