-49.3%
MSTR vs REPL
+175.2%
-224.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +4.6% | -8.2% | -3.6% |
| 7D | -10.7% | +12.7% | -23.5% | -10.8% |
| 30D | -21.6% | +73.5% | -95.0% | -21.9% |
| 3M | +24.4% | +70.3% | -45.9% | +23.8% |
| 6M | -35.5% | +472.0% | -507.5% | -38.3% |
| YTD | -20.3% | +139.5% | -159.8% | -28.4% |
| 1Y | -49.3% | +167.3% | -216.6% | -55.1% |
| All | -49.3% | +175.2% | -224.5% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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