-56.4%
MSTR vs SMTC
+154.8%
-211.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +9.2% | -10.6% | -3.0% |
| 7D | +12.2% | +12.7% | -0.6% | +9.7% |
| 30D | +45.2% | +22.0% | +23.2% | +39.0% |
| 3M | +10.4% | -12.7% | +23.1% | +11.6% |
| 6M | -2.5% | +64.8% | -67.3% | -15.9% |
| YTD | -6.0% | +100.7% | -106.7% | -20.1% |
| 1Y | -56.4% | +146.9% | -203.3% | -62.2% |
| All | -56.4% | +154.8% | -211.2% | -62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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