+1,252.0%
MSTR vs PH
+5,309.4%
-4,057.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | +12.2% | -3.1% | +15.2% | +14.1% |
| 30D | +45.2% | -3.2% | +48.4% | +46.9% |
| 3M | +10.4% | +10.6% | -0.2% | +3.5% |
| 6M | -2.5% | -2.1% | -0.4% | -3.1% |
| YTD | -6.0% | +10.2% | -16.2% | -12.5% |
| 1Y | -56.4% | +28.2% | -84.6% | -62.7% |
| 3Y | +306.3% | +134.9% | +171.4% | +162.6% |
| 5Y | +100.5% | +253.6% | -153.1% | +10.8% |
| 10Y | +741.1% | +804.7% | -63.6% | +182.1% |
| All | +1,252.0% | +5,309.4% | -4,057.4% | +120.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling