+1,058.3%
MSTR vs PNR
+737.8%
+320.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.3% |
| 7D | -14.2% | -3.7% | -10.4% | -12.5% |
| 30D | -19.9% | +33.1% | -53.0% | -31.2% |
| 3M | +27.3% | +3.7% | +23.6% | +23.8% |
| 6M | -37.6% | -7.7% | -29.8% | -36.7% |
| YTD | -19.5% | -32.4% | +13.0% | -4.8% |
| 1Y | -47.1% | -35.0% | -12.1% | -36.3% |
| 3Y | +140.3% | +17.1% | +123.2% | +119.1% |
| 5Y | +49.5% | +0.1% | +49.4% | +50.4% |
| 10Y | +521.9% | +103.2% | +418.7% | +328.9% |
| All | +1,058.3% | +737.8% | +320.5% | +257.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling