+526.8%
MSTR vs RACE
+740.2%
-213.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -3.1% |
| 7D | -10.7% | +0.2% | -11.0% | -10.7% |
| 30D | -21.6% | +6.6% | -28.2% | -24.4% |
| 3M | +24.4% | +2.2% | +22.2% | +23.1% |
| 6M | -35.5% | +22.4% | -57.8% | -43.5% |
| YTD | -20.3% | +13.8% | -34.1% | -28.2% |
| 1Y | -49.3% | +2.2% | -51.5% | -51.1% |
| 3Y | +137.8% | +25.6% | +112.1% | +93.2% |
| 5Y | +48.3% | +71.0% | -22.7% | -1.8% |
| 10Y | +526.8% | +739.1% | -212.3% | +152.5% |
| All | +526.8% | +740.2% | -213.4% | +152.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling