+308.9%
MSTR vs RACE
+36.9%
+272.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -0.4% |
| 7D | +12.2% | -2.5% | +14.7% | +13.8% |
| 30D | +45.2% | +0.8% | +44.4% | +45.1% |
| 3M | +10.4% | +17.2% | -6.8% | +2.4% |
| 6M | -2.5% | +13.6% | -16.1% | -8.4% |
| YTD | -6.0% | +12.2% | -18.2% | -12.3% |
| 1Y | -56.4% | -16.3% | -40.2% | -51.8% |
| All | +308.9% | +36.9% | +272.0% | +252.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling