-2.5%
MSTR vs SIRI
+33.0%
-35.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.2% | +0.1% |
| 7D | +12.2% | +1.6% | +10.6% | +11.1% |
| 30D | +45.2% | -4.7% | +49.9% | +50.1% |
| 3M | +10.4% | +5.3% | +5.1% | +4.3% |
| 6M | -2.5% | +30.5% | -33.0% | -20.5% |
| All | -2.5% | +33.0% | -35.5% | -20.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling