-59.6%
MSTR vs SIRI
+22.5%
-82.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.8% |
| 7D | +7.7% | -3.9% | +11.6% | +7.9% |
| 30D | +36.3% | -0.8% | +37.2% | +36.5% |
| 3M | +13.4% | +4.3% | +9.1% | +13.6% |
| 6M | -4.5% | +34.1% | -38.6% | +3.6% |
| YTD | -12.7% | +47.3% | -60.0% | -3.5% |
| 1Y | -59.6% | +22.9% | -82.5% | -56.8% |
| All | -59.6% | +22.5% | -82.1% | -56.8% |
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