+709.3%
MSTR vs SHOP
+8,434.7%
-7,725.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | +12.2% | -5.1% | +17.3% | +14.5% |
| 30D | +45.2% | +0.6% | +44.6% | +45.1% |
| 3M | +10.4% | +25.0% | -14.7% | +0.3% |
| 6M | -2.5% | +11.9% | -14.4% | -8.9% |
| YTD | -6.0% | -9.9% | +3.8% | -5.6% |
| 1Y | -56.4% | 0.0% | -56.4% | -58.0% |
| 3Y | +306.3% | +117.5% | +188.8% | +178.3% |
| 5Y | +100.5% | -6.6% | +107.1% | +52.6% |
| 10Y | +741.1% | +3,320.3% | -2,579.2% | +312.5% |
| All | +709.3% | +8,434.7% | -7,725.4% | +287.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling