+1,120.6%
MSTR vs PH
+5,057.6%
-3,937.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.9% | -3.1% | -1.8% |
| 7D | -1.2% | +2.0% | -3.2% | -2.3% |
| 30D | -15.9% | -3.7% | -12.3% | -14.4% |
| 3M | +33.1% | -14.0% | +47.2% | +43.7% |
| 6M | -31.0% | +2.1% | -33.1% | -32.6% |
| YTD | -15.1% | +5.1% | -20.2% | -19.0% |
| 1Y | -45.6% | +10.9% | -56.6% | -49.6% |
| 3Y | +180.5% | +132.9% | +47.6% | +82.8% |
| 5Y | +61.7% | +200.1% | -138.4% | -3.5% |
| 10Y | +578.0% | +783.8% | -205.8% | +131.1% |
| All | +1,120.6% | +5,057.6% | -3,937.0% | +103.8% |
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