+113.8%
MSTR vs RUN
-80.3%
+194.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.7% | -8.1% | -5.4% |
| 7D | +9.3% | +10.2% | -0.8% | +6.2% |
| 30D | +36.5% | -9.6% | +46.1% | +39.9% |
| 3M | +7.3% | -31.5% | +38.8% | +17.4% |
| 6M | +2.2% | -18.7% | +20.9% | +5.9% |
| YTD | -10.2% | -49.9% | +39.7% | +3.6% |
| 1Y | -58.6% | -45.5% | -13.1% | -54.1% |
| 3Y | +283.2% | -34.1% | +317.3% | +166.6% |
| 5Y | +113.8% | -79.4% | +193.2% | +112.0% |
| All | +113.8% | -80.3% | +194.1% | +112.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling