-49.3%
MSTR vs PH
+14.9%
-64.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.9% | -4.5% | -3.8% |
| 7D | -10.7% | +2.1% | -12.9% | -11.1% |
| 30D | -21.6% | +0.3% | -21.8% | -21.6% |
| 3M | +24.4% | -8.8% | +33.2% | +23.5% |
| 6M | -35.5% | +10.0% | -45.5% | -37.2% |
| YTD | -20.3% | +10.5% | -30.8% | -19.7% |
| 1Y | -49.3% | +15.5% | -64.8% | -48.5% |
| All | -49.3% | +14.9% | -64.2% | -48.5% |
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