+120.4%
MSTR vs SHOP
-6.7%
+127.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.1% |
| 7D | +12.2% | -5.1% | +17.3% | +15.6% |
| 30D | +45.2% | +0.6% | +44.6% | +44.9% |
| 3M | +10.4% | +25.0% | -14.7% | -4.8% |
| 6M | -2.5% | +11.9% | -14.4% | -12.6% |
| YTD | -6.0% | -9.9% | +3.8% | -6.3% |
| 1Y | -56.4% | 0.0% | -56.4% | -59.4% |
| 3Y | +306.3% | +117.5% | +188.8% | +106.4% |
| All | +120.4% | -6.7% | +127.0% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 SHOP 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