+1,252.0%
MSTR vs PWR
+6,321.5%
-5,069.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.6% |
| 7D | +12.2% | +3.6% | +8.6% | +10.9% |
| 30D | +45.2% | -8.6% | +53.7% | +49.3% |
| 3M | +10.4% | -13.2% | +23.5% | +14.8% |
| 6M | -2.5% | +9.9% | -12.4% | -6.6% |
| YTD | -6.0% | +48.0% | -54.1% | -18.8% |
| 1Y | -56.4% | +66.2% | -122.6% | -63.7% |
| 3Y | +306.3% | +195.1% | +111.2% | +180.2% |
| 5Y | +100.5% | +442.6% | -342.1% | +17.6% |
| 10Y | +741.1% | +2,334.2% | -1,593.1% | +206.8% |
| All | +1,252.0% | +6,321.5% | -5,069.5% | +114.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling