-47.4%
MSTR vs PSA
+27.8%
-75.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.7% |
| 7D | -4.0% | +1.5% | -5.4% | -4.3% |
| 30D | -18.6% | +16.7% | -35.3% | -22.4% |
| 3M | +25.6% | +4.0% | +21.6% | +24.4% |
| 6M | -33.1% | +10.9% | -43.9% | -35.9% |
| YTD | -17.3% | +34.2% | -51.6% | -26.4% |
| All | -47.4% | +27.8% | -75.2% | -52.4% |
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