+287.2%
MSTR vs PSLV
+179.9%
+107.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.4% | -5.2% | -3.8% |
| 7D | +7.7% | +3.3% | +4.4% | +6.4% |
| 30D | +36.3% | +2.1% | +34.2% | +36.0% |
| 3M | +13.4% | +7.1% | +6.3% | +11.2% |
| 6M | -4.5% | -21.6% | +17.1% | +3.4% |
| YTD | -12.7% | -6.7% | -5.9% | -19.1% |
| 1Y | -59.6% | +59.3% | -118.9% | -73.3% |
| All | +287.2% | +179.9% | +107.3% | +83.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling