+113.8%
MSTR vs PNC
+52.4%
+61.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.3% | -3.4% |
| 7D | +9.3% | +2.3% | +7.0% | +7.2% |
| 30D | +36.5% | -3.8% | +40.3% | +40.8% |
| 3M | +7.3% | +7.8% | -0.5% | -1.9% |
| 6M | +2.2% | +19.7% | -17.5% | -16.1% |
| YTD | -10.2% | +19.1% | -29.3% | -26.4% |
| 1Y | -58.6% | +23.1% | -81.7% | -67.5% |
| 3Y | +283.2% | +132.1% | +151.1% | +55.6% |
| 5Y | +113.8% | +52.2% | +61.5% | +39.4% |
| All | +113.8% | +52.4% | +61.4% | +39.4% |
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