+1,252.0%
MSTR vs SNPS
+1,635.9%
-384.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.4% | +4.0% | +1.5% |
| 7D | +12.2% | -11.0% | +23.2% | +19.4% |
| 30D | +45.2% | -1.7% | +46.9% | +46.5% |
| 3M | +10.4% | -20.4% | +30.7% | +24.1% |
| 6M | -2.5% | -8.6% | +6.1% | +0.8% |
| YTD | -6.0% | -16.2% | +10.1% | +2.1% |
| 1Y | -56.4% | -34.6% | -21.8% | -50.0% |
| 3Y | +306.3% | -14.5% | +320.7% | +301.1% |
| 5Y | +100.5% | +17.0% | +83.5% | +77.7% |
| 10Y | +741.1% | +560.0% | +181.1% | +221.4% |
| All | +1,252.0% | +1,635.9% | -384.0% | +96.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling