+1,252.0%
MSTR vs PSA
+3,092.7%
-1,840.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -0.9% |
| 7D | +12.2% | -3.7% | +15.8% | +13.8% |
| 30D | +45.2% | -7.7% | +52.9% | +49.7% |
| 3M | +10.4% | -0.6% | +11.0% | +10.1% |
| 6M | -2.5% | -0.9% | -1.6% | -2.7% |
| YTD | -6.0% | +18.7% | -24.7% | -12.5% |
| 1Y | -56.4% | +7.6% | -64.0% | -57.9% |
| 3Y | +306.3% | +23.7% | +282.6% | +266.5% |
| 5Y | +100.5% | +13.7% | +86.8% | +89.9% |
| 10Y | +741.1% | +98.9% | +642.2% | +528.0% |
| All | +1,252.0% | +3,092.7% | -1,840.7% | +195.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling