+521.9%
MSTR vs RACE
+741.5%
-219.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -14.2% | -3.9% | -10.3% | -11.9% |
| 30D | -19.9% | +6.8% | -26.7% | -22.9% |
| 3M | +27.3% | +1.3% | +26.0% | +26.7% |
| 6M | -37.6% | +26.3% | -63.8% | -46.3% |
| YTD | -19.5% | +13.8% | -33.3% | -27.5% |
| 1Y | -47.1% | -0.5% | -46.7% | -48.0% |
| 3Y | +140.3% | +25.6% | +114.6% | +95.3% |
| 5Y | +49.5% | +67.6% | -18.1% | -0.4% |
| 10Y | +521.9% | +724.7% | -202.8% | +155.6% |
| All | +521.9% | +741.5% | -219.7% | +155.6% |
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