-46.5%
MSTR vs PSLV
-10.8%
-35.6%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | -0.1% | -1.5% |
| 7D | -13.4% | -6.3% | -7.1% | -11.1% |
| 30D | -22.1% | -12.7% | -9.4% | -17.6% |
| 3M | +15.0% | -24.7% | +39.7% | +29.4% |
| 6M | -37.3% | -44.6% | +7.3% | -24.7% |
| YTD | -26.5% | -33.3% | +6.7% | -20.1% |
| 1Y | -46.5% | -8.6% | -37.9% | -49.6% |
| All | -46.5% | -10.8% | -35.6% | -49.6% |
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