-56.4%
MSTR vs PNC
+23.0%
-79.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.4% |
| 7D | +12.2% | +1.4% | +10.8% | +11.7% |
| 30D | +45.2% | -3.8% | +49.0% | +46.6% |
| 3M | +10.4% | +9.0% | +1.4% | +4.8% |
| 6M | -2.5% | +16.6% | -19.1% | -11.5% |
| YTD | -6.0% | +20.4% | -26.5% | -14.3% |
| 1Y | -56.4% | +22.3% | -78.7% | -61.7% |
| All | -56.4% | +23.0% | -79.4% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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