-56.4%
MSTR vs PNR
-43.1%
-13.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.5% |
| 7D | +12.2% | -2.4% | +14.5% | +12.9% |
| 30D | +45.2% | -12.8% | +57.9% | +50.5% |
| 3M | +10.4% | -17.0% | +27.4% | +14.7% |
| 6M | -2.5% | -37.4% | +34.9% | +18.5% |
| YTD | -6.0% | -41.6% | +35.6% | +16.1% |
| 1Y | -56.4% | -44.6% | -11.8% | -40.9% |
| All | -56.4% | -43.1% | -13.3% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 1y: compounded portfolio wealth divided by compounded PNR 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…
1y analysis · Full analysis span regression · 6 months rolling