-46.5%
MSTR vs PEG
-5.8%
-40.7%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.4% | -3.9% | -1.9% |
| 7D | -13.4% | +4.5% | -17.9% | -12.1% |
| 30D | -22.1% | +7.5% | -29.6% | -20.1% |
| 3M | +15.0% | +0.8% | +14.1% | +16.4% |
| 6M | -37.3% | 0.0% | -37.3% | -37.3% |
| YTD | -26.5% | -3.0% | -23.5% | -25.4% |
| 1Y | -46.5% | -4.7% | -41.7% | -43.2% |
| All | -46.5% | -5.8% | -40.7% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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