+49.9%
MSTR vs SHOP
-3.3%
+53.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.6% | -3.9% | -2.3% |
| 7D | -1.2% | -5.4% | +4.2% | +1.5% |
| 30D | -15.9% | -10.3% | -5.6% | -10.6% |
| 3M | +33.1% | +1.0% | +32.1% | +32.0% |
| 6M | -31.0% | +41.2% | -72.2% | -45.5% |
| YTD | -15.1% | -7.5% | -7.7% | -17.0% |
| 1Y | -45.6% | -4.6% | -41.1% | -48.1% |
| 3Y | +180.5% | +146.4% | +34.1% | +32.8% |
| All | +49.9% | -3.3% | +53.2% | -9.2% |
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