-47.4%
MSTR vs ROIV
+101.7%
-149.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.6% | -7.2% | -4.9% |
| 7D | -4.0% | +13.3% | -17.3% | -10.0% |
| 30D | -18.6% | +14.8% | -33.4% | -24.3% |
| 3M | +25.6% | +11.9% | +13.7% | +16.5% |
| 6M | -33.1% | +42.4% | -75.5% | -49.0% |
| YTD | -17.3% | +87.4% | -104.8% | -52.5% |
| All | -47.4% | +101.7% | -149.2% | -69.8% |
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