-45.6%
MSTR vs S
+31.6%
-77.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -1.0% |
| 7D | -1.2% | -13.4% | +12.2% | +4.6% |
| 30D | -15.9% | -14.0% | -1.9% | -11.0% |
| 3M | +33.1% | +4.9% | +28.3% | +28.7% |
| 6M | -31.0% | +42.0% | -73.0% | -42.8% |
| YTD | -15.1% | +45.1% | -60.3% | -32.4% |
| 1Y | -45.6% | +33.1% | -78.7% | -55.6% |
| All | -45.6% | +31.6% | -77.3% | -55.6% |
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