-42.3%
MSTR vs PRU
+27.9%
-70.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +6.6% | -1.5% | -0.3% |
| 7D | -1.8% | +9.8% | -11.6% | -9.1% |
| 30D | -13.3% | +11.6% | -24.9% | -21.1% |
| 3M | +46.0% | +3.7% | +42.3% | +41.2% |
| 6M | -22.4% | +33.0% | -55.4% | -40.1% |
| YTD | -6.2% | +16.6% | -22.8% | -24.4% |
| 1Y | -42.3% | +26.9% | -69.2% | -52.0% |
| All | -42.3% | +27.9% | -70.2% | -52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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