+139.8%
MSTR vs SIRI
-21.7%
+161.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.3% | -3.3% |
| 7D | -10.7% | +5.5% | -16.3% | -11.8% |
| 30D | -21.6% | +22.6% | -44.2% | -25.0% |
| 3M | +24.4% | +12.9% | +11.5% | +20.9% |
| 6M | -35.5% | +22.3% | -57.7% | -38.4% |
| YTD | -20.3% | +67.8% | -88.1% | -29.4% |
| 1Y | -49.3% | +54.6% | -103.9% | -54.1% |
| All | +139.8% | -21.7% | +161.5% | +120.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling