+1,058.3%
MSTR vs PNC
+860.0%
+198.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +0.9% |
| 7D | -14.2% | -0.6% | -13.5% | -13.9% |
| 30D | -19.9% | +5.8% | -25.7% | -21.6% |
| 3M | +27.3% | -7.9% | +35.2% | +31.4% |
| 6M | -37.6% | +10.0% | -47.5% | -40.2% |
| YTD | -19.5% | +14.8% | -34.3% | -24.2% |
| 1Y | -47.1% | +29.7% | -76.8% | -52.6% |
| 3Y | +140.3% | +114.4% | +25.9% | +80.4% |
| 5Y | +49.5% | +36.0% | +13.5% | +35.5% |
| 10Y | +521.9% | +204.7% | +317.1% | +309.8% |
| All | +1,058.3% | +860.0% | +198.4% | +192.1% |
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