-42.3%
MSTR vs PH
+20.3%
-62.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -3.7% | +8.8% | +5.4% |
| 7D | -1.8% | -0.2% | -1.6% | -1.8% |
| 30D | -13.3% | -6.7% | -6.6% | -12.8% |
| 3M | +46.0% | -8.1% | +54.1% | +45.2% |
| 6M | -22.4% | +5.3% | -27.8% | -23.0% |
| YTD | -6.2% | +4.2% | -10.4% | -2.5% |
| 1Y | -42.3% | +19.3% | -61.6% | -36.5% |
| All | -42.3% | +20.3% | -62.6% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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