-47.1%
MSTR vs SONY
-10.0%
-37.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.4% |
| 7D | -14.2% | +2.1% | -16.2% | -15.3% |
| 30D | -19.9% | +9.2% | -29.1% | -24.0% |
| 3M | +27.3% | +12.2% | +15.1% | +18.4% |
| 6M | -37.6% | +24.4% | -62.0% | -47.0% |
| YTD | -19.5% | +3.5% | -23.0% | -31.3% |
| 1Y | -47.1% | -9.2% | -38.0% | -53.2% |
| All | -47.1% | -10.0% | -37.2% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 1y: compounded portfolio wealth divided by compounded SONY 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…
1y analysis · Full analysis span regression · 6 months rolling