+3,275.9%
MSTR vs PRU
+806.6%
+2,469.3%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.1% |
| 7D | +12.2% | +1.9% | +10.3% | +11.5% |
| 30D | +45.2% | +2.7% | +42.4% | +43.7% |
| 3M | +10.4% | +19.5% | -9.1% | +3.6% |
| 6M | -2.5% | +26.6% | -29.1% | -10.3% |
| YTD | -6.0% | +12.3% | -18.4% | -9.5% |
| 1Y | -56.4% | +18.0% | -74.5% | -58.9% |
| 3Y | +306.3% | +47.0% | +259.3% | +259.7% |
| 5Y | +100.5% | +48.4% | +52.1% | +82.0% |
| 10Y | +741.1% | +142.4% | +598.6% | +515.8% |
| All | +3,275.9% | +806.6% | +2,469.3% | +768.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling