+49.9%
MSTR vs PSA
+30.3%
+19.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.3% |
| 7D | -1.2% | +3.9% | -5.1% | -3.5% |
| 30D | -15.9% | +19.7% | -35.6% | -25.4% |
| 3M | +33.1% | +4.3% | +28.9% | +29.1% |
| 6M | -31.0% | +11.4% | -42.4% | -36.8% |
| YTD | -15.1% | +33.9% | -49.1% | -32.0% |
| 1Y | -45.6% | +28.3% | -73.9% | -55.1% |
| 3Y | +180.5% | +53.5% | +127.0% | +82.6% |
| All | +49.9% | +30.3% | +19.6% | +19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling