+40.4%
MSTR vs RACE
+64.4%
-24.0%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.4% | -3.8% | -3.7% |
| 7D | -13.4% | -1.2% | -12.2% | -12.4% |
| 30D | -22.1% | +6.1% | -28.2% | -25.9% |
| 3M | +15.0% | -0.3% | +15.2% | +15.6% |
| 6M | -37.3% | +23.4% | -60.7% | -49.0% |
| YTD | -26.5% | +12.5% | -39.1% | -37.0% |
| 1Y | -46.5% | -0.5% | -46.0% | -47.9% |
| 3Y | +121.1% | +23.6% | +97.5% | +36.4% |
| All | +40.4% | +64.4% | -24.0% | -51.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling