+275.2%
MSTR vs SGOV
+14.4%
+260.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.3% |
| 7D | -11.2% | +0.1% | -11.3% | -12.1% |
| 30D | +33.8% | +0.3% | +33.5% | +27.5% |
| 3M | +11.5% | +0.9% | +10.5% | -5.1% |
| 6M | -7.2% | +1.8% | -9.0% | -31.2% |
| YTD | -15.4% | +2.5% | -17.9% | -43.3% |
| 1Y | -60.6% | +3.8% | -64.4% | -76.3% |
| All | +275.2% | +14.4% | +260.8% | +463.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling