-46.5%
MSTR vs PHM
+7.4%
-53.9%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -13.4% | -4.1% | -9.3% | -13.1% |
| 30D | -22.1% | +16.1% | -38.2% | -22.7% |
| 3M | +15.0% | -2.5% | +17.5% | +14.4% |
| 6M | -37.3% | +12.9% | -50.2% | -37.9% |
| YTD | -26.5% | +9.0% | -35.6% | -28.0% |
| 1Y | -46.5% | +8.2% | -54.6% | -47.6% |
| All | -46.5% | +7.4% | -53.9% | -47.6% |
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