+650.2%
MSTR vs RACE
+647.6%
+2.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -0.3% |
| 7D | +12.2% | -2.5% | +14.7% | +14.0% |
| 30D | +45.2% | +0.8% | +44.4% | +45.0% |
| 3M | +10.4% | +17.2% | -6.8% | +1.0% |
| 6M | -2.5% | +13.6% | -16.1% | -9.7% |
| YTD | -6.0% | +12.2% | -18.2% | -13.8% |
| 1Y | -56.4% | -16.3% | -40.2% | -52.9% |
| 3Y | +306.3% | +36.4% | +269.8% | +223.1% |
| 5Y | +100.5% | +95.0% | +5.5% | +36.5% |
| 10Y | +741.1% | +813.2% | -72.2% | +272.2% |
| All | +650.2% | +647.6% | +2.6% | +241.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling