-30.8%
MSTR vs PWR
-34.1%
+3.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -12.3% | +3.0% | -5.0% |
| 7D | -8.7% | -19.9% | +11.2% | -2.4% |
| 30D | -21.4% | -29.3% | +7.8% | -11.8% |
| 3M | +31.4% | -25.5% | +56.9% | +43.3% |
| 6M | -30.8% | -34.0% | +3.2% | -21.6% |
| All | -30.8% | -34.1% | +3.3% | -21.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling