-2.5%
MSTR vs SO
-8.0%
+5.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.7% |
| 7D | +12.2% | -0.2% | +12.3% | +12.1% |
| 30D | +45.2% | -4.6% | +49.7% | +41.9% |
| 3M | +10.4% | -3.0% | +13.4% | +7.8% |
| 6M | -2.5% | -8.3% | +5.8% | -3.2% |
| All | -2.5% | -8.0% | +5.6% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 6mo: compounded portfolio wealth divided by compounded SO 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…
6mo analysis · Full analysis span regression · 6 months rolling