+1,252.0%
MSTR vs SIRI
-90.0%
+1,341.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.2% | -1.0% |
| 7D | +12.2% | +1.6% | +10.6% | +11.8% |
| 30D | +45.2% | -4.7% | +49.9% | +46.2% |
| 3M | +10.4% | +5.3% | +5.1% | +9.5% |
| 6M | -2.5% | +30.5% | -33.0% | -6.3% |
| YTD | -6.0% | +49.6% | -55.7% | -12.1% |
| 1Y | -56.4% | +28.5% | -84.9% | -58.4% |
| 3Y | +306.3% | -27.5% | +333.7% | +311.9% |
| 5Y | +100.5% | -44.7% | +145.1% | +109.3% |
| 10Y | +741.1% | -12.6% | +753.7% | +715.2% |
| All | +1,252.0% | -90.0% | +1,341.9% | +1,198.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling