-46.0%
MSTR vs PHM
+11.8%
-57.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | -0.1% |
| 7D | -1.2% | +6.2% | -7.4% | -1.6% |
| 30D | -15.9% | +17.9% | -33.9% | -16.9% |
| 3M | +33.1% | +2.5% | +30.6% | +32.0% |
| 6M | -31.0% | +10.8% | -41.8% | -31.8% |
| YTD | -15.1% | +13.7% | -28.9% | -17.8% |
| All | -46.0% | +11.8% | -57.9% | -48.0% |
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