-45.6%
MSTR vs PPL
+1.2%
-46.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.4% |
| 7D | -1.2% | +0.4% | -1.6% | -1.2% |
| 30D | -15.9% | +5.4% | -21.4% | -15.6% |
| 3M | +33.1% | +4.3% | +28.9% | +33.6% |
| 6M | -31.0% | -1.3% | -29.7% | -30.3% |
| YTD | -15.1% | +4.7% | -19.8% | -16.4% |
| 1Y | -45.6% | +1.3% | -46.9% | -44.3% |
| All | -45.6% | +1.2% | -46.8% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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