-42.3%
MSTR vs SM
+70.4%
-112.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -15.3% | +20.4% | +3.6% |
| 7D | -1.8% | -21.5% | +19.7% | -3.7% |
| 30D | -13.3% | -11.4% | -1.9% | -14.3% |
| 3M | +46.0% | +0.6% | +45.3% | +44.6% |
| 6M | -22.4% | +0.2% | -22.7% | -23.6% |
| YTD | -6.2% | +69.7% | -75.9% | -29.3% |
| 1Y | -42.3% | +71.6% | -113.9% | -56.7% |
| All | -42.3% | +70.4% | -112.7% | -56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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