-42.3%
MSTR vs PHM
+16.2%
-58.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +7.2% | -2.1% | +4.6% |
| 7D | -1.8% | +13.6% | -15.4% | -2.7% |
| 30D | -13.3% | +19.3% | -32.6% | -14.4% |
| 3M | +46.0% | +3.5% | +42.5% | +44.4% |
| 6M | -22.4% | +18.6% | -41.0% | -23.7% |
| YTD | -6.2% | +16.7% | -22.9% | -9.5% |
| 1Y | -42.3% | +14.6% | -56.9% | -44.9% |
| All | -42.3% | +16.2% | -58.5% | -44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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