-42.3%
MSTR vs SMTC
+70.8%
-113.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -12.9% | +18.0% | +7.1% |
| 7D | -1.8% | -24.5% | +22.7% | +2.6% |
| 30D | -13.3% | -42.5% | +29.1% | -5.8% |
| 3M | +46.0% | -14.1% | +60.1% | +46.1% |
| 6M | -22.4% | +3.6% | -26.1% | -28.2% |
| YTD | -6.2% | +50.6% | -56.8% | -19.1% |
| 1Y | -42.3% | +72.2% | -114.5% | -53.3% |
| All | -42.3% | +70.8% | -113.1% | -53.3% |
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