+283.2%
MSTR vs PNR
-11.7%
+294.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.6% | -1.8% | -2.6% |
| 7D | +9.3% | -3.0% | +12.3% | +11.6% |
| 30D | +36.5% | -14.9% | +51.4% | +51.6% |
| 3M | +7.3% | -19.0% | +26.4% | +19.9% |
| 6M | +2.2% | -35.9% | +38.2% | +37.1% |
| YTD | -10.2% | -43.1% | +33.0% | +32.2% |
| 1Y | -58.6% | -46.4% | -12.2% | -35.8% |
| 3Y | +283.2% | -10.8% | +294.0% | +371.1% |
| All | +283.2% | -11.7% | +294.9% | +371.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling