-42.3%
MSTR vs SN
+156.5%
-198.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.1% | +1.0% | +3.6% |
| 7D | -1.8% | +10.6% | -12.4% | -5.3% |
| 30D | -13.3% | +20.0% | -33.3% | -18.7% |
| 3M | +46.0% | +30.4% | +15.6% | +33.4% |
| 6M | -22.4% | +91.0% | -113.4% | -39.2% |
| YTD | -6.2% | +95.9% | -102.1% | -25.8% |
| 1Y | -42.3% | +158.9% | -201.2% | -54.5% |
| All | -42.3% | +156.5% | -198.8% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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