-59.8%
MSTR vs SGOV
+3.8%
-63.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.5% |
| 7D | -8.3% | 0.0% | -8.3% | -9.2% |
| 30D | +38.1% | +0.3% | +37.8% | +27.2% |
| 3M | +9.0% | +0.9% | +8.1% | -20.5% |
| 6M | -5.3% | +1.8% | -7.2% | -49.4% |
| YTD | -13.8% | +2.5% | -16.3% | -67.0% |
| 1Y | -59.8% | +3.8% | -63.6% | -86.8% |
| All | -59.8% | +3.8% | -63.6% | -86.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 SGOV 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