+226.1%
MSTR vs SN
+490.7%
-264.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.0% |
| 7D | +12.2% | -9.3% | +21.5% | +16.6% |
| 30D | +45.2% | -4.8% | +50.0% | +48.1% |
| 3M | +10.4% | +40.4% | -30.0% | -4.9% |
| 6M | -2.5% | +50.9% | -53.4% | -18.8% |
| YTD | -6.0% | +54.9% | -61.0% | -22.4% |
| 1Y | -56.4% | +43.0% | -99.4% | -63.0% |
| 3Y | +306.3% | +391.8% | -85.5% | +173.1% |
| All | +226.1% | +490.7% | -264.6% | +119.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling