+521.9%
MSTR vs SNPS
+687.7%
-165.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +0.7% |
| 7D | -14.2% | -0.2% | -14.0% | -14.0% |
| 30D | -19.9% | -8.0% | -11.8% | -15.4% |
| 3M | +27.3% | +12.5% | +14.9% | +16.1% |
| 6M | -37.6% | -10.5% | -27.1% | -34.4% |
| YTD | -19.5% | -1.6% | -17.9% | -21.3% |
| 1Y | -47.1% | +16.8% | -63.9% | -54.3% |
| 3Y | +140.3% | -10.9% | +151.2% | +113.8% |
| 5Y | +49.5% | +35.8% | +13.7% | -2.8% |
| 10Y | +521.9% | +675.0% | -153.1% | +85.1% |
| All | +521.9% | +687.7% | -165.8% | +85.1% |
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