-45.5%
MSTR vs SIRI
+54.7%
-100.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.0% |
| 7D | -14.2% | -2.6% | -11.5% | -13.9% |
| 30D | -19.9% | +22.2% | -42.1% | -21.3% |
| 3M | +27.3% | +14.1% | +13.2% | +25.7% |
| 6M | -37.6% | +22.5% | -60.1% | -38.1% |
| YTD | -19.5% | +67.9% | -87.4% | -11.8% |
| All | -45.5% | +54.7% | -100.3% | -37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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