+570.4%
MSTR vs SNPS
+667.9%
-97.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.6% | -1.9% |
| 7D | -1.2% | -3.7% | +2.5% | +1.5% |
| 30D | -15.9% | -10.4% | -5.5% | -9.5% |
| 3M | +33.1% | +11.0% | +22.2% | +22.7% |
| 6M | -31.0% | -10.7% | -20.3% | -27.3% |
| YTD | -15.1% | -4.1% | -11.0% | -15.5% |
| 1Y | -45.6% | +13.7% | -59.4% | -52.1% |
| 3Y | +180.5% | -8.1% | +188.6% | +142.6% |
| 5Y | +61.7% | +32.2% | +29.5% | +7.3% |
| All | +570.4% | +667.9% | -97.5% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 10y: compounded portfolio wealth divided by compounded SNPS 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…
10y analysis · Full analysis span regression · 6 months rolling