+526.8%
MSTR vs RUN
+94.0%
+432.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -10.6% | +7.0% | -0.9% |
| 7D | -10.7% | +0.3% | -11.1% | -11.4% |
| 30D | -21.6% | +14.0% | -35.6% | -24.7% |
| 3M | +24.4% | -11.8% | +36.1% | +26.7% |
| 6M | -35.5% | -40.4% | +4.9% | -28.1% |
| YTD | -20.3% | -52.7% | +32.3% | -8.8% |
| 1Y | -49.3% | -52.5% | +3.2% | -42.3% |
| 3Y | +137.8% | -7.7% | +145.5% | +65.8% |
| 5Y | +48.3% | -83.9% | +132.2% | +55.7% |
| 10Y | +526.8% | +84.9% | +441.9% | +340.3% |
| All | +526.8% | +94.0% | +432.8% | +340.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 10y: compounded portfolio wealth divided by compounded RUN 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…
10y analysis · Full analysis span regression · 6 months rolling