-42.3%
MSTR vs PL
-0.6%
-41.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -6.4% | +11.5% | +6.7% |
| 7D | -1.8% | -11.7% | +9.9% | +1.3% |
| 30D | -13.3% | -27.1% | +13.8% | -6.3% |
| 3M | +46.0% | -44.6% | +90.6% | +67.7% |
| 6M | -22.4% | -67.2% | +44.7% | -0.3% |
| YTD | -6.2% | -35.9% | +29.7% | -1.3% |
| 1Y | -42.3% | -0.4% | -41.9% | -43.7% |
| All | -42.3% | -0.6% | -41.7% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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