+2,956.7%
MSTR vs PRU
+809.8%
+2,146.9%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.3% | -6.0% | -8.1% |
| 7D | -8.7% | +4.8% | -13.5% | -10.1% |
| 30D | -21.4% | +7.9% | -29.3% | -23.5% |
| 3M | +31.4% | +3.1% | +28.4% | +30.1% |
| 6M | -30.8% | +25.2% | -56.0% | -36.1% |
| YTD | -14.9% | +12.7% | -27.7% | -18.1% |
| 1Y | -49.3% | +23.5% | -72.8% | -52.8% |
| 3Y | +184.8% | +50.6% | +134.2% | +150.5% |
| 5Y | +62.1% | +40.9% | +21.3% | +49.5% |
| 10Y | +580.0% | +125.5% | +454.5% | +409.5% |
| All | +2,956.7% | +809.8% | +2,146.9% | +685.8% |
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