-42.3%
MSTR vs PSA
+28.0%
-70.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.8% | +2.3% | +4.2% |
| 7D | -1.8% | +10.5% | -12.4% | -4.9% |
| 30D | -13.3% | +21.7% | -35.0% | -19.0% |
| 3M | +46.0% | +6.1% | +39.9% | +43.4% |
| 6M | -22.4% | +18.3% | -40.8% | -29.3% |
| YTD | -6.2% | +36.1% | -42.2% | -19.7% |
| 1Y | -42.3% | +29.3% | -71.6% | -47.9% |
| All | -42.3% | +28.0% | -70.3% | -47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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