-56.4%
MSTR vs PM
+16.6%
-73.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -1.4% |
| 7D | +12.2% | -4.9% | +17.0% | +12.2% |
| 30D | +45.2% | -3.4% | +48.6% | +44.9% |
| 3M | +10.4% | +5.2% | +5.2% | +8.9% |
| 6M | -2.5% | +3.7% | -6.2% | -7.4% |
| YTD | -6.0% | +15.8% | -21.8% | -5.7% |
| 1Y | -56.4% | +17.4% | -73.8% | -55.3% |
| All | -56.4% | +16.6% | -73.0% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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