-47.4%
MSTR vs PSX
+89.2%
-136.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.0% | -5.6% | -2.3% |
| 7D | -4.0% | -8.0% | +4.1% | -4.9% |
| 30D | -18.6% | -9.0% | -9.6% | -19.6% |
| 3M | +25.6% | +24.7% | +0.8% | +22.5% |
| 6M | -33.1% | +49.3% | -82.4% | -35.8% |
| YTD | -17.3% | +100.2% | -117.5% | -27.5% |
| All | -47.4% | +89.2% | -136.7% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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