+724.7%
MSTR vs PSX
+1,118.1%
-393.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -3.3% |
| 7D | -10.7% | -7.8% | -2.9% | -8.5% |
| 30D | -21.6% | -9.9% | -11.7% | -19.4% |
| 3M | +24.4% | +16.9% | +7.5% | +16.7% |
| 6M | -35.5% | +48.0% | -83.4% | -44.4% |
| YTD | -20.3% | +98.3% | -118.7% | -38.4% |
| 1Y | -49.3% | +86.2% | -135.5% | -60.1% |
| 3Y | +137.8% | +144.0% | -6.2% | +69.1% |
| 5Y | +48.3% | +287.7% | -239.4% | -10.4% |
| 10Y | +526.8% | +338.3% | +188.5% | +234.0% |
| All | +724.7% | +1,118.1% | -393.4% | +234.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling