-47.4%
MSTR vs SMTC
+57.1%
-104.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +12.8% | -15.4% | -4.7% |
| 7D | -4.0% | -4.8% | +0.9% | -3.8% |
| 30D | -18.6% | -37.8% | +19.2% | -12.8% |
| 3M | +25.6% | -16.5% | +42.1% | +26.6% |
| 6M | -33.1% | -4.4% | -28.7% | -36.7% |
| YTD | -17.3% | +58.0% | -75.4% | -29.9% |
| All | -47.4% | +57.1% | -104.5% | -55.2% |
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