+677.4%
MSTR vs PNC
+268.7%
+408.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.2% |
| 7D | +7.7% | -0.7% | +8.4% | +8.3% |
| 30D | +36.3% | -4.4% | +40.7% | +39.6% |
| 3M | +13.4% | +4.5% | +8.9% | +9.5% |
| 6M | -4.5% | +19.1% | -23.6% | -15.1% |
| YTD | -12.7% | +18.0% | -30.7% | -22.1% |
| 1Y | -59.6% | +24.1% | -83.7% | -65.2% |
| 3Y | +272.5% | +130.0% | +142.5% | +128.1% |
| 5Y | +107.1% | +50.4% | +56.7% | +62.6% |
| 10Y | +677.4% | +271.3% | +406.1% | +329.0% |
| All | +677.4% | +268.7% | +408.6% | +329.0% |
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