+121.1%
MSTR vs PSA
+54.3%
+66.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.4% |
| 7D | -13.4% | -1.4% | -12.0% | -12.9% |
| 30D | -22.1% | +15.2% | -37.3% | -26.4% |
| 3M | +15.0% | +2.2% | +12.7% | +13.9% |
| 6M | -37.3% | +11.7% | -49.0% | -40.7% |
| YTD | -26.5% | +32.0% | -58.6% | -35.4% |
| 1Y | -46.5% | +26.3% | -72.8% | -52.0% |
| 3Y | +121.1% | +52.4% | +68.7% | +93.7% |
| All | +121.1% | +54.3% | +66.8% | +93.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling