-59.8%
MSTR vs PSLV
+49.9%
-109.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.8% |
| 7D | -8.3% | -3.5% | -4.8% | -7.2% |
| 30D | +38.1% | -2.1% | +40.3% | +39.8% |
| 3M | +9.0% | -1.6% | +10.6% | +10.0% |
| 6M | -5.3% | -25.5% | +20.2% | 0.0% |
| YTD | -13.8% | -11.4% | -2.4% | -14.4% |
| 1Y | -59.8% | +48.6% | -108.4% | -64.9% |
| All | -59.8% | +49.9% | -109.7% | -64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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