-45.6%
MSTR vs RACE
+3.3%
-48.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.3% |
| 7D | -1.2% | +5.1% | -6.3% | -2.6% |
| 30D | -15.9% | +7.7% | -23.6% | -17.7% |
| 3M | +33.1% | +2.2% | +31.0% | +32.7% |
| 6M | -31.0% | +23.8% | -54.7% | -33.1% |
| YTD | -15.1% | +13.9% | -29.1% | -19.0% |
| 1Y | -45.6% | +3.8% | -49.4% | -47.5% |
| All | -45.6% | +3.3% | -48.9% | -47.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling