+113.8%
MSTR vs SIRI
-43.5%
+157.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.7% | -4.2% |
| 7D | +9.3% | +4.3% | +5.0% | +8.0% |
| 30D | +36.5% | -2.8% | +39.3% | +37.5% |
| 3M | +7.3% | +5.9% | +1.4% | +5.5% |
| 6M | +2.2% | +31.9% | -29.7% | -5.0% |
| YTD | -10.2% | +48.7% | -58.8% | -20.2% |
| 1Y | -58.6% | +23.2% | -81.8% | -61.4% |
| 3Y | +283.2% | -23.9% | +307.1% | +280.1% |
| 5Y | +113.8% | -43.4% | +157.2% | +183.2% |
| All | +113.8% | -43.5% | +157.3% | +183.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling