-45.6%
MSTR vs ROIV
+93.5%
-139.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.2% | -6.5% | -3.5% |
| 7D | -1.2% | +5.3% | -6.5% | -3.8% |
| 30D | -15.9% | +11.9% | -27.8% | -20.6% |
| 3M | +33.1% | +10.7% | +22.4% | +23.8% |
| 6M | -31.0% | +34.9% | -65.9% | -45.5% |
| YTD | -15.1% | +79.2% | -94.3% | -49.9% |
| 1Y | -45.6% | +89.0% | -134.7% | -68.6% |
| All | -45.6% | +93.5% | -139.1% | -68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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