-47.4%
MSTR vs PWR
+30.1%
-77.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +9.4% | -11.9% | -6.5% |
| 7D | -4.0% | -4.8% | +0.8% | -3.1% |
| 30D | -18.6% | -16.2% | -2.4% | -12.6% |
| 3M | +25.6% | -11.9% | +37.5% | +30.7% |
| 6M | -33.1% | -20.6% | -12.5% | -26.0% |
| YTD | -17.3% | +40.3% | -57.6% | -38.5% |
| All | -47.4% | +30.1% | -77.5% | -59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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