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  • MSTR vs PENG✓SelectedUSD · PENGMSTR vs PENG performance historyLatest closeAs of-1.39%09/04
Stock and ETF performance explorer

MSTR vs PENG

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+46.2%
PENG return
-7.3%
Excess return
+53.6%
Maximum drawdown
-10.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1mo.

Portfolio and benchmark returns by period
PeriodPortfolioPENGExcessAlpha
1D-1.4%+6.4%-7.8%-1.5%
7D+12.2%+4.5%+7.6%+11.7%
30D+45.2%-7.1%+52.3%+43.8%
All+46.2%-7.3%+53.6%+44.6%

Cumulative growth

Daily Returns

Daily percentage return beside PENG.

Daily Out/Under-Performance

Portfolio return minus PENG return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × PENG 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 1mo: compounded portfolio wealth divided by compounded PENG 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…

1mo analysis · Full analysis span regression · Available span rolling