+521.9%
MSTR vs PNC
+206.2%
+315.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +0.9% |
| 7D | -14.2% | -0.6% | -13.5% | -13.8% |
| 30D | -19.9% | +5.8% | -25.7% | -22.5% |
| 3M | +27.3% | -7.9% | +35.2% | +33.5% |
| 6M | -37.6% | +10.0% | -47.5% | -41.7% |
| YTD | -19.5% | +14.8% | -34.3% | -27.0% |
| 1Y | -47.1% | +29.7% | -76.8% | -55.7% |
| 3Y | +140.3% | +114.4% | +25.9% | +53.2% |
| 5Y | +49.5% | +36.0% | +13.5% | +22.4% |
| 10Y | +521.9% | +204.7% | +317.1% | +274.0% |
| All | +521.9% | +206.2% | +315.7% | +274.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling