+1,252.0%
MSTR vs PNC
+907.0%
+345.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | +12.2% | +1.4% | +10.8% | +11.6% |
| 30D | +45.2% | -3.8% | +49.0% | +47.1% |
| 3M | +10.4% | +9.0% | +1.4% | +6.0% |
| 6M | -2.5% | +16.6% | -19.1% | -8.8% |
| YTD | -6.0% | +20.4% | -26.5% | -13.3% |
| 1Y | -56.4% | +22.3% | -78.7% | -60.1% |
| 3Y | +306.3% | +124.5% | +181.7% | +198.7% |
| 5Y | +100.5% | +54.1% | +46.4% | +73.7% |
| 10Y | +741.1% | +276.3% | +464.8% | +414.8% |
| All | +1,252.0% | +907.0% | +345.0% | +234.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling