+121.1%
MSTR vs SNPS
-11.8%
+132.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -1.6% |
| 7D | -13.4% | +1.1% | -14.5% | -14.0% |
| 30D | -22.1% | -5.2% | -16.9% | -20.0% |
| 3M | +15.0% | +10.6% | +4.4% | +8.5% |
| 6M | -37.3% | -10.6% | -26.7% | -34.6% |
| YTD | -26.5% | -3.1% | -23.5% | -26.9% |
| 1Y | -46.5% | +15.6% | -62.0% | -51.3% |
| 3Y | +121.1% | -12.9% | +134.0% | +120.0% |
| All | +121.1% | -11.8% | +132.9% | +120.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling