-42.3%
MSTR vs S
+36.5%
-78.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.6% | +3.5% | +4.4% |
| 7D | -1.8% | -8.2% | +6.4% | +1.5% |
| 30D | -13.3% | -7.6% | -5.7% | -10.9% |
| 3M | +46.0% | +12.0% | +34.0% | +37.2% |
| 6M | -22.4% | +50.6% | -73.0% | -37.4% |
| YTD | -6.2% | +56.6% | -62.8% | -27.9% |
| 1Y | -42.3% | +39.2% | -81.5% | -54.0% |
| All | -42.3% | +36.5% | -78.8% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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