+120.4%
MSTR vs ROIV
+250.7%
-130.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.9% | -1.9% |
| 7D | +12.2% | +0.6% | +11.5% | +11.9% |
| 30D | +45.2% | +1.0% | +44.2% | +44.7% |
| 3M | +10.4% | +18.3% | -7.9% | +3.6% |
| 6M | -2.5% | +18.3% | -20.8% | -8.8% |
| YTD | -6.0% | +61.0% | -67.0% | -20.6% |
| 1Y | -56.4% | +177.9% | -234.3% | -69.3% |
| 3Y | +306.3% | +199.1% | +107.2% | +170.3% |
| All | +120.4% | +250.7% | -130.3% | -11.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling