+62.1%
MSTR vs RACE
+65.1%
-3.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.3% | -7.0% | -7.2% |
| 7D | -8.7% | +5.7% | -14.4% | -12.9% |
| 30D | -21.4% | +9.3% | -30.7% | -27.3% |
| 3M | +31.4% | +3.8% | +27.6% | +27.4% |
| 6M | -30.8% | +29.8% | -60.6% | -46.5% |
| YTD | -14.9% | +15.6% | -30.5% | -28.8% |
| 1Y | -49.3% | +5.1% | -54.4% | -53.3% |
| 3Y | +184.8% | +30.8% | +154.0% | +63.9% |
| 5Y | +62.1% | +67.4% | -5.3% | -44.5% |
| All | +62.1% | +65.1% | -3.0% | -44.5% |
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 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