+120.4%
MSTR vs PSA
+13.6%
+106.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -0.6% |
| 7D | +12.2% | -3.7% | +15.8% | +15.0% |
| 30D | +45.2% | -7.7% | +52.9% | +52.8% |
| 3M | +10.4% | -0.6% | +11.0% | +9.5% |
| 6M | -2.5% | -0.9% | -1.6% | -3.4% |
| YTD | -6.0% | +18.7% | -24.7% | -17.7% |
| 1Y | -56.4% | +7.6% | -64.0% | -59.3% |
| 3Y | +306.3% | +23.7% | +282.6% | +217.0% |
| All | +120.4% | +13.6% | +106.8% | +96.4% |
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 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