+194.4%
MSTR vs SN
+659.6%
-465.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -3.0% | -1.4% |
| 7D | -1.2% | +7.2% | -8.4% | -3.9% |
| 30D | -15.9% | +20.4% | -36.3% | -21.9% |
| 3M | +33.1% | +23.9% | +9.2% | +22.1% |
| 6M | -31.0% | +93.0% | -124.0% | -47.9% |
| YTD | -15.1% | +99.2% | -114.4% | -36.7% |
| 1Y | -45.6% | +142.6% | -188.2% | -62.7% |
| 3Y | +180.5% | +398.8% | -218.3% | +69.2% |
| All | +194.4% | +659.6% | -465.1% | +79.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling