+40.4%
MSTR vs PNC
+36.8%
+3.6%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -3.0% | -3.0% |
| 7D | -13.4% | +3.1% | -16.5% | -16.0% |
| 30D | -22.1% | +7.6% | -29.7% | -27.3% |
| 3M | +15.0% | -8.1% | +23.1% | +24.0% |
| 6M | -37.3% | +12.6% | -49.9% | -45.4% |
| YTD | -26.5% | +15.0% | -41.5% | -37.8% |
| 1Y | -46.5% | +30.4% | -76.9% | -60.4% |
| 3Y | +121.1% | +116.1% | +4.9% | -3.2% |
| All | +40.4% | +36.8% | +3.6% | +1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling